*Available only in France
Important: changing the allocation does NOT buy or sell any assets currently held. It only updates the allocation for future recurring contributions. This feature is only available for recurring Plans. If you want to sell assets please check this article: How to sell assets from an Investment Plan? |
What changes you can make
Change the percentage allocated to existing assets for future recurring investments
Add new assets to the Plan for future recurring investments
Remove assets from the Plan for future recurring investments
How to change the asset allocation
Log in and select your Client from the left-side menu.
Click on the relevant Plan in the client’s portfolio.
Click the three-dot menu (⋯) and select “Edit Plan”.
Navigate to the Assets section:
Update allocation percentages (total must equal 100%)
Remove an asset by clicking the “X” button next to it
Add a new asset by clicking “Add assets” and searching by name or ISIN
Add a note explaining the reason and click “Submit for review”.
Plan status changes to “Awaiting Approval”. No further changes can be submitted until this is approved or expires (7 days).
Your client receives an email to “Review Changes”, confirms, and clicks “Approve Changes”.
Once approved, you receive an email confirmation and the new allocation applies to all future recurring investments.