What is a customization limit for Custom Portfolios?

Article author
Alexander G.
  • Updated

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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