If you need to make changes to your trading strategy due to a shift in your current situation, you have the option to retake the Questionnaire. Please keep in mind that updating your strategy will trigger an immediate rebalance, aligning your portfolio with the new target allocations.
How to Retake the Questionnaire
Log in and navigate to the Account Info page.
Scroll down on the Account Info page until you find the "Has Something Changed?" section. Within this section, you will find the option to retake the Questionnaire. Click on the "Retake Questionnaire" button to initiate the process.
Once you've selected to retake the Questionnaire, you will be taken to the beginning of the questionnaire again. Answer each question based on your current situation and preferences. Take your time to provide accurate information to ensure that your new strategy aligns with your goals.
After answering all the questions, you will be presented with a recommended strategy based on your answers. Take a moment to review this strategy and ensure it aligns with your investment goals. If you are satisfied with the recommended strategy, click on the "Continue" button.
Once you've selected to continue, your strategy will be updated, triggering an immediate rebalance of your portfolio to meet the new target allocations.
Remember, you can retake the questionnaire anytime there is a change in your current situation or if your investment goals change.
You can also choose to reject Shrimpy Advisory’s recommendations and customize your own preference. Read more about that here.
Have questions, comments, or concerns? Feel free to send an email to AdvisorySupport@Shrimpy.io and one of our Support Agents will get back to you as soon as we're able.