To select your preferred investor categorisation and complete the appropriateness test from anywhere, download our mobile app from your phone’s app store:
Google Play Store >> Click Here
Apple App Store >> Click Here
Once downloaded, follow these steps:
-
Access Control Center:
- Begin by logging into your account.
- Tap the control center logo on the bottom menu bar to navigate to your Control Center.
- Click on Profile in the Account Settings section.
- Look for the change button right next to the Investor Type.
- The new Investor Categorisation screen will be displayed which allows you to choose your personal circumstances and risk appetite.
- After selecting the investor category a new screen will be prompted, please carefully review the details and input data if necessary then hit the Continue Button.
- Once the investor categorisation is completed, the Appropriateness test screen will be displayed which includes 9 questions answerable by Yes or No.
- Done.
For any technical and account-related concerns, contact us