Opening an account
Maintaining your account
If you opted for a managed account
If you decide to go for an investment account with JP Morgan, Moneybox or similar, you really won’t have much to do in order to maintain your account. Just make sure that you are happy with any changes to fees, policies and that you know how your money is being invested.
If you picked your own stocks/ ETFs
You will have hopefully done a lot of research on the stocks that you are holding and know the components of any ETFs, so you will know what you own.
What will be important here, is that you keep up-to-date with news on the companies and sectors. This will ensure that you are aware of anything that might make you want to sell your holdings or even buy more.
I would recommend checking in on a weekly or monthly basis to see if there is any news that you should be aware of. If you need to adjust your portfolio, this is completely normal but just make sure you don’t look back in the future and feel bad that you sold too early.
For this reason, if you have a highly diverse portfolio it can be a double-edged sword as you may need to spend longer looking into news articles and doing your due diligence (research) or you may not care because the positions are all of a relatively small size so don't need to regularly check in.