Here's your SMART Portfolio
Enter your email address and we'll send you a copy if you wish to review your SMART portfolio at a later date.
Can I add to/replace/sell any individual funds from my SMART portfolio or choose to rebalance my portfolio myself?
No. Your SMART portfolio is managed at the discretion of our investment managers to achieve optimal asset allocation based on your risk profile. The optimal asset allocation may be adversely impacted if we allow our account holders to add, replace or sell off any of the individual funds held in their SMART portfolios.
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