Can I change my portfolio?
At Assante Connect we work with you to determine the most appropriate investor style and portfolio for you when the account is opened. We do recommend maintaining discipline and investing long term with the recommended portfolio unless there is a change to your financial circumstances or objectives for the account.
If your objectives, time horizon, and risk tolerance remain unchanged from when the recommendation was made we advise you to remain in the same portfolio. However, if there has been a change in your circumstances or objectives, you can get in touch with one of our Portfolio Managers to discuss the suitability of your portfolio at [email protected] or 1-888-531-6122.