Menu

Updated

How do I change my risk level?

If you're using a recommended portfolio:

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

Screen_Shot_2021-09-29_at_2.51.29_PM.png

     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 Investment 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.

 

Was this article helpful?

This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.