Can I change my customization limit for my Custom Portfolio?

Article author
Alexander G.
  • Updated

No, you cannot change your customization limit manually. Your customization limit is based on your most recent investor profile questionnaire. It’s important that you ensure your financial condition, risk tolerance, and investment goals are kept current in your investor profile. For example, if you change your Base Portfolio from Conservative to Aggressive, then your customization limit remains at 10%, it does not change to 50%.

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