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Can I customize my allocation for my religious preferences?

We’re sorry, but we don’t allow customization beyond risk tolerance at this time.

 We support socially responsible investing through Stock-level Tax-Loss Harvesting and Smart Beta.  If you currently qualify for Stock-level Tax-Loss Harvesting or Smart Beta, you can tell us  which companies you do not wish to invest in using the restrictions list in your settings.

Please note that trade restrictions may change your risk and expected returns, and impact your portfolio's performance.

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