If you are an existing customer, you should see the option to switch to an ESG portfolio for your Invest, Later, or Early account. Please note, if you are currently in the conservative Core portfolio, you will not see a comparable conservative ESG portfolio option. Please complete the following steps to switch your portfolio theme:
For Mobile:
- After logging in to your account, tap 'Invest', 'Later', or the name of the child for the Early account
- Tap 'Your Portfolio'
- Tap 'Theme'
- Scroll to the bottom and tap 'Theme' again
- Review the details and disclosures
- Tap your desired portfolio theme, then tap 'Next'
- Tap 'Change to this portfolio'
- Carefully review the information on the screen
- Tap 'I’m sure' to confirm
For Web:
- After logging in to your account, click on 'Invest', 'Later', or 'Early'
- Click on 'Your Portfolio'
- Scroll to the bottom and click on 'Theme'
- Click on your desired portfolio theme, then click on 'Next'
- Review the important disclosures and details
- Click on 'Change to this portfolio'
- Carefully review the information on the screen
- Click on 'I’m sure' to confirm
Acorns does not recommend changing portfolios often, due to our overall passive investment strategy and the potential tax consequences of selling or exchanging Exchange Traded Fund (ETF) securities in your account. You do have the ability to override the recommendation provided in the app, however, you may want to check with your tax advisor to ensure you are comfortable with the resulting impact to your tax obligations, as applicable.
Comments
0 comments
Article is closed for comments.