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Can I make changes to my investment portfolio after opening an account?

Asked 2 years ago
Yes, it is generally possible to make changes to your investment portfolio after opening an account with Delaware Investments. Most investment firms, including Delaware Investments, provide account holders with the flexibility to adjust their portfolios based on their financial goals, risk tolerance, and market conditions. Changes can typically include reallocating assets, buying or selling specific funds, or even adding new investments to the portfolio. However, it is essential for investors to review the terms and conditions of their specific investment account, as there may be certain restrictions or procedures that must be followed when making changes. For example, there could be fees associated with transactions, or specific forms or procedures must be completed to effectuate the changes. It is advisable to consult any available resources on the official website or review the investment policy documents that pertain to your account. This will help ensure that you make informed decisions while managing your portfolio effectively.
Answered Sep 5th 2025

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