What is the Portfolio Builder?

Article author
Carlee S.
  • Updated

Your Portfolio Builder is where you can add or remove stocks from your Custom Portfolio. After you finish making changes, just click the 'Update Portfolio' button to check and confirm your updates. 

Remember, even if you add stocks to your portfolio, we can’t buy them on your behalf until your next investment. 

Also selling stocks might mean you have to pay taxes. If you're not sure how this affects you, talk to a tax professional.

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