Your client must email in to email@example.com indicating which risk level they would like to be moved to. Alternatively, they can include us on email to you indicating the portfolio change. All communication must come directly from the client and we cannot accept forwarded emails from your client.
Your client can also schedule a phone call with our portfolio manager, Chris, if they prefer.
As an advisor on the MFDA platform, you are responsible for the suitability of your client. Any risk changes must be discussed with the client and notes entered in order to make changes. There is no communication between your client and Wealthsimple portfolio managers.