How do I change my portfolio?

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Please follow the steps provided below to change your portfolio:

  1. Login to your Scripbox account
  2. Click on Update Portfolio Now
  3. Click on Continue
  4. Close your plan & click on Continue
  5. Click on Change
  6. Click on Next
  7. Confirm the fund allocation by clicking Next
  8. Click on Confirm

Note: If you have more than one portfolio, you will be brought back to step 4. Repeat the steps from step 4 to update all of your portfolios.

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