How do I edit my Custom Portfolio?

Article author
Alexander G.
  • Updated

You can edit your Custom Portfolio by accessing your Portfolio Builder. You can add or remove stocks in your portfolio, or edit percentage targets you have set for each one. Here's how to edit your portfolio:

  1. From your home screen, tap or click on "Invest"
  2. Tap or click on "Your Portfolio"
  3. Tap or click on "Edit"
  4. Tap or click on "Update Portfolio" to review and confirm your changes

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request



Article is closed for comments.