How can I get started with Custom Portfolios?

Article author
Alexander G.
  • Updated

Custom Portfolio is available at no additional cost to customers in the $9 Premium Tier. Once you open a Custom Portfolio account, you can access approximately 100 of the largest U.S. publicly traded companies with a market capitalization greater than $75 billion to choose from and invest in. 

If you wish to opt into the Custom Portfolio add-on, please follow these steps:

  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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