Previously, you had to make fund switches in your Avanza portfolio yourself on their website using instructions. Now it's easier - just like in most other portfolios, it's now enough to approve with BankID and this will be handled automatically.
If you currently have holdings in assets other than funds in your insurance, you need to make the fund reallocation manually via Avanza's website. When you have invested your capital in funds according to our recommendation, you will be able to approve the fund reallocations directly with Lifeplan at your next consultation using BankID.
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