How do I retake the risk questionnaire?

Note: This article is referring to the risk level we’ve assessed based on your financial profile

  1. Navigate to the Investment Account page 
  2. Select Edit portfolio
  3. Click the Screen_Shot_2021-09-29_at_2.56.27_PM.png  below your risk score
  4. Select Check risk level again

If you are in a recommended portfolio, we’ll show you a new recommended risk score. If you have customized your portfolio, your risk level may change.

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