Help CenterSmart PortfolioSmart PortfolioHow to buy a Smart Portfolio?

How to buy a Smart Portfolio?

Step 1: Click the "Smart Portfolio" under client’s securities account, 
Step 2: Choose the specific Smart Portfolio that the client would like to invest in.

Step 3: Choose "Buy" to proceed with the purchase and the investment amount to allocate to the portfolio. The client is required to read and agree to the Client Agreement and Risk Disclosure Statements (for first-time purchases) to acknowledge the associated risk. 

Step 4: Client can click “confirm” the order and the order will be waiting to be submitted to the market.

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Risk Disclosure: The content of this page is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. It is for general purposes only and does not take into account your individual needs, investment objectives and specific financial circumstances. All investments involve risk and the past performance of securities, or financial products does not guarantee future results or returns. Keep in mind that while diversification may help spread risk it does not assure a profit, or protect against loss, in a down market. There is always the potential of losing money when you invest in securities, or other financial products. Investors should consider their investment objectives and risks carefully before investing. For more details, please refer to risk disclosure.
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