No, we are a discretionary investment manager which means that we build and manage your portfolio for you.
When you first create your account, our sophisticated algorithms will suggest a portfolio based on your financial situation, risk tolerance, financial experience and age.
We will periodically ask you to provide us updates on your financial situation, risk tolerance and financial experience – if there have been any significant changes, we will determine a new optimal portfolio for you. And of course, you can retake our risk questionnaire at any time.
You can retake the questionnaire in your online account of InvestEngine by going to the:
'Settings'>'Portfolios' > choosing the portfolio which you would like to amend > click 'Retake' button under the questionnaire results