Profile & Risk Settings

This information powers your goal planning, portfolio construction, and suitability checks.

Personal & Regulatory Details

Core information required to operate your investment plan.

Basic details used across all plans, accounts, and reports.

Define how much risk you are comfortable taking and over what time frame.

Used to determine suitable asset allocation and product recommendations.

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Ensure your name, email, country, and base currency are accurate.

Align your portfolio with your true risk capacity and comfort.

Connect existing brokerage or retirement accounts for a complete view.