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:
- Tap or Click on Invest
- Tap or Click on Your Portfolio
- Scroll down and tap or click "Customize your portfolio"
- Review "How it Works"
- Tap or Click "Get started"
- Tap or click "Upgrade" to confirm the Custom Portfolio add-on.
For more information on our Subscription Tiers.