Our three Starting Options (Cautious, Balanced and Adventurous) are designed to get you started, but you can also select a custom allocation.

To do this, go to:

Settings > Allocations > Select account > Change allocation > Edit current allocation

Here you’ll be able to view the funds you currently have in your allocation and use the sliders to change the proportion of each fund in your allocation. You can also add more funds to your portfolio by tapping the ‘Add more funds’ button at the top of the screen.

Once you confirm your selection, you’ll have the option to apply this change to ‘Future investments’ or ‘All investments’ - please see ‘How do I change my investment allocations?’ for more detail on what these options mean for your investments! 🔍

Customising your allocations will impact the risk level of your investments - please make sure this is right for you before making these changes.

If you have a Stocks & Shares ISA, GIA, Junior ISA, or Stock & Shares LISA, and would like to sell down your investments in a specific fund without changing your investment allocation, you can do this in Accounts > Select Account by selecting any of the funds you’re investing in, and tapping ‘sell’.