How can I get started with Custom Portfolios?

Article author
Alexander G.
  • Updated

Custom Portfolio is available in the Premium tier. When you open a Custom Portfolio, you can invest in around 100 of the largest U.S. companies. These are publicly traded companies, each with a market value of over $75 billion.

Here's how to upgrade your subscription to open a Custom Portfolio:

  1. Tap or click on "Invest"
  2. Tap or click on "Your Portfolio"
  3. Scroll down and tap or click "Customize your portfolio"
  4. Review "How it Works"
  5. Tap or click "Get started"
  6. Tap or click "Upgrade" to confirm the Custom Portfolio add-on 

For more information on our Subscription Tiers.

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