You don’t have to make an initial investment to select stocks for your Custom Portfolio, but we can’t buy the stocks you want until you make a new investment (one-time investments, Round-Ups®, and Recurring Investments). Once you make that new investment, it’ll trigger a stock purchase to bring you closer to your set allocation.
Should I submit an initial investment for Custom Portfolio?
Was this article helpful?0 out of 0 found this helpful
Have more questions? Submit a request
Article is closed for comments.