This is the maximum percentage of your overall Invest account you can allocate to your Custom Portfolio. This is based on your most recent investor profile.
Here is a table of the customization limits based on your recommended Invest portfolio risk levels:
|
Invest Risk Level |
Customization Limit |
|
Aggressive |
50% |
|
Moderately aggressive |
40% |
|
Moderate |
30% |
|
Moderately conservative |
20% |
|
Conservative |
10% |
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