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Do you support socially responsible investing?

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.

Applying trading restrictions impacts the expected return and risk of your portfolio, and may cause its performance to deviate from that of the portfolio we initially recommended to you based on your Risk Score.

 

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