How do I change my risk score?

How you change your risk score depends on when you opened your account and whether you’ve customized it.

If you opened your account after April 2021 or have customized your portfolio: 

To change your risk score, select Edit portfolio and then scroll down and click See recommendation, then See recommended portfolio. From there, you can use the slider to adjust your risk score.

If you opened your account before April 2021 and have not customized:

To change the risk score of your recommended portfolio, log into our website (not our mobile app), click on your account name in blue text, and click on your risk score in gray text on the bottom left. This will bring you to your settings where you can change your risk score. You'll be taken through the risk questionnaire again, but at the end you'll be able to change your risk score up or down.

Please note that 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 here.

We also recommend reading this blog post for more information on the right and wrong reasons to change your risk score.

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