Access the client area → Top menu → Select the change you want to effectuate
Any inbestMe client has 2 free changes (change of profile and/or change of portfolio) per year, that is, without any additional cost. [Advanced portfolios have 6 annual changes].
In case of exceeding the established limit, that is, if the 3rd change (inbestMe portfolios) or the 7th change (Advanced portfolios) is requested, the account holder will assume (for each of the additional modifications) the costs for Excess Plan change. The costs are: 0.35% (inbestMe portfolios) and 0.15% (inbestMe Advanced Portfolios).
To make any changes, you will find the option in your client area. You can also make changes by contacting our customer service team by phone: +34 931 575 633; by email: cs@inbestme.com or web chat.
What changes exist?
inbestMe clients can make the following changes to their investments:
- Profile changes
- Portfolio plan changes
- Changes of personal data
- Changes in investment objective
- Currency denomination changes