How do I edit or cancel my recurring investment plan?

You can edit or cancel your plan from the Recurring Plans section of the portfolio.

Click here to go straight there, or follow these instructions:

1. Go to your Portfolio
2. Click on My Portfolio
3. Select Recurring Plans from the list

To edit or cancel  a plan:

1. Select the asset plan from the list.
   
   
2. Click Edit
3. Edit or cancel the plan
   
   
4. Confirm the changes/cancellation