FAQs: How to Update Your Financial Profile

  • How often should I be updating this information?

    Whenever there are changes to your personal situation that impact your investment purpose, time horizon, investment objective, or financial situation. For example, a change of job, onset of unexpected expenses, or the decision to become more or less aggressive with your investments all impact your Financial Profile.

  • How does this information affect my trading levels?

    Ultimately, you are in control of your accounts; however, we use this information to understand what investments and strategies could be suitable for your personal financial situation. One way we do this is by using your indicated risk tolerance to set your trading level.