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 Smart Deposits 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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