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What to Do if Your Risk Profile Changes

Steps to take if your risk profile changes over time

Your risk profile may change over time due to changes in your financial situation, goals, or comfort level with risk. If this happens, it is important to adjust your investment strategy accordingly.

Steps to Adjust Your Risk Profile in Yeeld:

  1. Re-assess Your Risk Tolerance: Use the suitability questions within the Yeeld app to reassess your risk tolerance. You can answer these questions again to see if your risk profile has changed.

  2. Review and Update Your Investments: If your risk profile changes, consider reviewing your current investments in the Portfolio section of the Yeeld app. You may want to adjust your investments to match your new risk profile.

  3. Use Penny for Information: Penny, the AI assistant, can provide general information about managing changes in your risk profile. Remember, Penny offers information only and is not a substitute for professional advice.

  4. Check Your Account Settings: If you need to make changes to your investment strategy, go to the Portfolio section of the app, where you can update your preferences and investment allocations.

Regularly reviewing and adjusting your risk profile helps ensure your investments remain aligned with your evolving financial goals and circumstances.