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Can I change my investor style/investment portfolio once my funds are invested?

At WealthBar we work with you to determine the most appropriate investor style and portfolio for you when the account is opened. We advise maintaining discipline and investing long term with the recommended portfolio unless there is a change to your financial circumstances or objectives for the account. 

If there is a change to your financial circumstances, please contact us and a financial advisor will connect with you to re-assess your portfolio recommendation. 



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