Your clients can change portfolios or review them at any point by contacting one of our Assante Connect Portfolio Managers. 

We do recommend our clients choose their portfolio with their long term investment risk tolerance in mind. Typically one should only change portfolios when there is a major shift in their life situation or goals.

To make this change,  your client can either message us directly through their dashboard, or  by clicking the message button below. 

If they would prefer to book a call directly, they can use this link and one of our Portfolio Managers will be in touch.