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

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. In the meantime, these investment types only get added to your Base portfolio.