Note: You can only change your portfolio risk score if you’re using a recommended portfolio. If you’ve customized your asset allocation, you won’t be able to access these controls.
- Navigate to the Investment Account page
- Select Edit portfolio
- To lower the risk score, select Decrease Risk
- To raise the risk score, select Increase Risk
5. Select Continue > Update.
When you change your risk score for taxable accounts, we don't automatically trade to your new risk tolerance. Instead, we first take the tax consequences into consideration before trading. Learn more in this article.
We also recommend reading our blog post on the right and wrong reasons to change your risk score.
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