Can I change my customization limit for my Custom Portfolio?

Article author
Alexander G.
  • Updated

You can't change your customization limit manually. Your customization limit is based on your most recent investor profile questionnaire. For example, if you switch your Base Portfolio from Conservative to Aggressive, your customization limit remains at 10%. It doesn't change to 50%.

 

But if your investor profile is updated, your customization limit will update, too. It's essential to keep your financial situation, risk tolerance, and investment goals up to date in your investor profile.

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