How do I remove Custom Portfolio from my Acorns account?

Here's how to close your Custom Portfolio account:

1. Go to Settings

2. Tap/Click on "My Subscription"

3. Scroll down to Your accounts

4. Tap/Click on "Invest (Custom)"

5. Tap/Click on "Close account"

This will only close the Custom Portfolio account. Your Invest Base managed account will stay active. 

When you close your Custom Portfolio account, any stocks in that account will be sold. Once the stocks are sold, the funds will be sent to your linked primary checking account within 3-6 business days, and your Base account will remain in the Gold plan.  

You can also choose to downgrade by going to My Subscriptions and then scrolling down to Change Plan. By downgrading to a lower plan, your Custom Portfolio account will be closed and any stocks within that account will be sold. See the full steps below. 

From your Acorns app:

1. After logging in to your account, tap the menu in the upper left corner.

2. Tap "Settings"

3. Tap "My Subscription"

4. Scroll down to "Manage Subscription"

5. Tap "Change plan"

6. Choose the subscription plan and tap "Switch to this plan" under the applicable plan

From acorns.com: 

1. After logging in to your account, click on the menu in the upper right corner.

2. Click on "Profile & Settings"

3. Click on "My Subscription"

4. Scroll down to "Manage Subscription"

5. Click on "Change plan"

6. Choose the subscription plan, and click on "Switch to this plan" under the applicable plan

By downgrading to a lower plan, you will lose access to some products and features. Please be sure to review each plan before making a change.

Important tax information

Selling stocks or ETFs may create a taxable event. Your tax situation is unique, you may want to talk to a tax professional or visit www.irs.gov to figure out what applies to you and what you may need to report.

Acorns doesn't provide tax advice, but if you have any questions or concerns about your account, please contact us.