How do I update my Investor Profile?

Article author
Alexander G.
  • Updated

The Investor Profile questionnaire helps Acorns recommend the portfolio that’s best suited for your current situation. If your circumstances or money goals changed this year, we request you update your Investor Profile so we can help you stay on track.

To update your Investor Profile, see the steps below:

For Mobile:

  1. Tap "Invest"
  2. Tap "Portfolio"
  3. Tap "Investor Profile"
  4. Update any information that has changed
  5. Tap "Update"

For Web:

  1. Click on "Invest"
  2. Click on "Your Portfolio"
  3. Click on "Investor Profile"
  4. Update any information that has changed
  5. When you have made your changes, click on "Update" at the bottom of the screen

 

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