Portfolio Managers are only given this authority after you accept your agreements during your application. We always check with you first!
For more information, you can take a look at our Discretionary Management Agreement. It can be found by following these steps:
Online
- Sign in to your Neo account at member.neofinancial.com
- Select the Invest option at the top of the page and select your account
- Select a goal
- Select ‘View Agreements’
App
- Sign in to your Neo account
- Select the ‘Investments’ account
- Select a goal
- Select the three dots in the top right corner of the screen
- Select ‘View Agreements’