How do I change my risk level?

For Sarwa Invest (X portfolios), you can change your portfolio risk level on your own through our web browser or mobile application. Please note this only applies for risk level change. For portfolio type changes, please email us directly at hello@sarwa.co and we can make the change for you.

To do so on the mobile application, please follow these steps:

  1. Open the app and scroll down to the “Invest Accounts” area on the page
  2. Click on the account you would like to edit (it will be below the chart)
  3. Scroll down to “Portfolio details”
  4. Click on “View details”
  5. Next to risk level, click on “edit”
  6. Select your new risk level and click continue

To do so on the web browser, please follow these steps:

  1. Log into your Sarwa account
  2. Scroll down to “Portfolio composition”
  3. Click the edit button next to the risk level
  4. Select your new risk level and click continue

If you are a Sarwa Classic account holder, you cannot change the risk level on your own. Please contact us directly via email and we can make the change for you!

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