Update Your Investment Profile
Your investment profile should evolve with your life circumstances. Regular updates ensure your portfolio stays aligned with your goals.
When to Update Your Profile
Life Changes Matter: Major events often require adjustments to your investment strategy.
- Marriage or divorce
- Birth or adoption of children
- Job change or retirement
- Significant inheritance or windfall
- Change in health status
- Approaching major financial goals
How to Update Online
1 Log into your wealth management portal
2 Navigate to "My Profile" → "Investment Profile"
3 Click "Request Update" button
4 Complete the updated questionnaire
5 Submit for advisor review
What You Can Update
Financial Information
- Annual income
- Net worth
- Monthly expenses
- Other assets and liabilities
Investment Objectives
- Primary investment goal
- Time horizon
- Income requirements
- Liquidity needs
Risk Tolerance
- Comfort with volatility
- Loss tolerance
- Investment experience
- Knowledge level
The Review Process
| Stage | Timeline | What Happens |
|---|---|---|
| Submission | Immediate | Request logged in system |
| Advisor Review | 1-2 days | Advisor analyzes changes |
| Consultation | 3-5 days | Discussion of implications |
| Implementation | 5-7 days | Portfolio adjustments made |
Impact on Your Portfolio
Note: Significant profile changes may trigger portfolio rebalancing, which could have tax implications in non-registered accounts.
Profile updates may result in:
- Asset allocation adjustments
- Changes to investment selections
- Modified risk management strategies
- Updated financial planning recommendations
Annual Profile Review
Even without major life changes, we recommend reviewing your profile annually to ensure it remains accurate.
Automatic Reminder: You'll receive an email each year prompting you to review and confirm your investment profile.
Will updating my profile trigger immediate trades?
Not automatically. Your advisor will discuss any recommended changes with you before making adjustments to your portfolio.
Can I update just my contact information?
Yes, contact details can be updated instantly online without triggering a full profile review.