What is the Portfolio Builder?

Your Portfolio Builder is where you’ll add and remove stocks, as well as set each stock’s target percentage to make sure your Custom Portfolio Is set to where you want. When you’re done making updates, hit the ‘Update Portfolio’ button, to review and confirm your changes. 

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

As a reminder, selling stocks may create a taxable event. If you have questions on your personal tax treatment, please consult a tax professional.