There are two main reasons why you may not be able to invest:
- If this is your first time investing into a Saxo managed portfolio, please note that you must complete a set of Suitability Questions before investing. You will be prompted to complete this when you select the Invest button and before you reach the purchase ticket.
Once you have completed the Suitability Questions, you may receive a risk profile that does not match your desired investment. If this is the case, please check that your answers are accurate and contact us if you need clarification. If your answers are accurate, you should consider the managed portfolio inappropriate - the result for Suitability cannot be overwritten.
- You may have insufficient funds to invest the minimum or desired amount. In such case, please transfer funds to your main account first, as this is where funds are taken from to invest into your managed portfolio.