How do I change my portfolio?

You can change your portfolio with our portfolio change request form.

Should you decide your portfolio selection is no longer meeting your needs, you may change portfolios by filling out our portfolio change form!

Some things you may want to consider before changing portfolios are the tax implications involved with realizing gains or losses. Be sure to check with your tax professional on your specific financial situation and how that may affect your taxes.

For more information on our different portfolios are risk tolerances, check out our portfolio page which includes a video on the making of our portfolios and our portfolio visualizer.