Help center

Settings

Manage personal details, plan and billing, investor profile and communication preferences.

Personal details

Update the name shown across pfolio, change your password, and change the email you sign in with.

Plan and billing

Change or cancel your plan, manage your add-ons, and update your billing details.

Investor profile

Your investor profile records your circumstances and attitude to risk, classifies you into a risk profile, and uses it to recommend a portfolio and to unlock the build, rebalancing, and allocations tools.

Communication

Choose which emails pfolio sends you, or opt out of them all.