Why don’t I have access to Custom Portfolio?

Article author
Alexander G.
  • Updated

Custom Portfolio is only available at the $12 Gold plan. Here’s how to change your subscription plan.

Please note, that Custom Portfolio is not available if you have PayPal linked as a checking account to fund your investments. All other features included in the Gold plan will still be available to you. To set up your Custom Portfolio, change your primary funding source from PayPal to a personal checking account.

If you have any questions, please feel free to contact us.

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