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Changing the Investor Profile you have self-certified as
Changing the Investor Profile you have self-certified as

How to change your investor profile to a different type from your profile settings

Jeff Lynn avatar
Written by Jeff Lynn
Updated over a week ago

If you are currently self-certified on the platform and wish to change the category of investor profile that you have self-certified as, you can do this from your Profile Settings page:


In your profile settings you will be able to see what you are currently self-certified as and the other options available to you should you wish to change.
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In order to make the change, click on reset your self-certification here. This will take you through the journey you first experienced when signing up, informing you about each category and helping you choose the most appropriate one for you. Once you finish the journey, your category will be set to whatever you chose. If you exit without reaching the end, there will be no change to your account.

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