How do I change my risk level for my Automated Investing Account?

If you're using a recommended portfolio:

  1. Navigate to the Automated Investing Account page 
  2. Select Edit portfolio
  3. To lower the risk score, select Decrease Risk  
  4. To raise the risk score, select Increase Risk


     5. To save your new risk level select Continue, then Update.

If you’re using a custom portfolio and want to use a recommended portfolio instead:

  1. Navigate to your Automated Investing Account page
  2. Select Edit portfolio
  3. Select Switch
  4. Choose the recommended portfolio you’d like to use from the list
  5. To save your new portfolio, select Continue, then Update.

Learn more about how we transition to your new allocation when you change the risk level or customize your allocation for your Automated Investing Account.


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