How do I change my portfolio?

Your portfolio is based on your financial goals, time horizon, risk tolerance, past investment experience and level of investment knowledge. When these change, you may want to adjust your risk score accordingly. You may even want different risk scores for each portfolio, as you may have different time horizons and goals for each account.

You can find your portfolio allocation on your Investor Policy Statement. You can change your Risk Profile by navigating to any of your portfolios from a desktop computer and choosing an option from the Risk Profile section on the left-hand side of the screen.

If you'd like to change turn Socially Responsible Investing on or off please contact support.

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