What types of investments will I see contributed toward my Custom Portfolio?

Article author
Alexander G.
  • Updated

Your Custom Portfolio will make sure all one-time investments, recurring investments, and Round-Ups® get contributed to your Base and Custom Portfolios based on your allocation targets. Real-time Round-Ups®, Earn Rewards, Referral Rewards and the Paycheck split features are coming soon for Custom Portfolios, but in the meantime, you’ll see these investment types only get contributed to your Base portfolio.

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