How do I get an ESG portfolio?

Article author
Alexander G.
  • Updated

If you are an existing customer, you have the option to switch to an ESG portfolio for your Invest, Later, or Early accounts. Note, that if you are currently in the conservative Core portfolio, you won't find a similar conservative ESG portfolio option.

 Here’s what you have to do to switch your portfolio theme:

  1. After logging in to your account, tap or click "Invest", "Later", or the name of the child for the Early account
  2. Tap or click "Your Portfolio"
  3. Tap or click "Edit"
  4. Tap or click "Portfolio Theme"
  5. Review the disclosures & information 
  6. Tap or click your desired portfolio theme, then tap "Next"
  7. Tap or click "Change to this portfolio"
  8. Carefully review the information on the screen
  9. Tap or click "I’m sure" to confirm

Acorns doesn’t recommend changing portfolios often because of our overall passive investment strategy and the potential tax consequences of selling or exchanging Exchange Traded Fund (ETF) securities in your account. While you can override the recommendation in the app, it's a good idea to consult your tax advisor to understand the impact on your taxes.

Important tax information

Your tax situation is unique, so you may want to talk to a tax professional or visit to figure out what applies to you and what you may need to report.

Acorns doesn't provide tax advice, but if you have any questions or concerns about your account, please contact us.

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