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How do I change my risk level?

We understand that over time your financial goals and risk tolerance can change. That is why can always help you adjust your risk level in order to keep your accounts aligned with your investment goals.

Are You New to Nest Egg? Your risk level is determined by your responses to our risk questionnaire and your response should be indicative of your desired risk level. However, if you wish to change your risk level or have further questions about your specified risk profile, please contact us at 1-888-345-2163.

Do You Have an Existing Account: If you have an existing account and feel that your risk level has changed since you opened your account, please contact one of our advisors at 1-888-345-2163. There are NEVER any penalties or fees for changing your financial goals.