Acorns Invest: Investments and Withdrawals

• Why didn’t I get exactly the withdrawal amount I requested?
• What types of investments will I see contributed toward my Custom Portfolio?
• Can I transfer fractional shares?
• What % allocation should I target for my Base and Custom portfolios?
• What % allocation should I add to a specific stock or ETF for Custom Portfolio?
• What stock should I add to my Custom Portfolio?

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Acorns Invest: Portfolio and Performance

• How do I find the Quarterly Market Report?
• Why is my balance/portfolio down?
• When will I see a gain?
• Why is my Acorns account not performing the same as the stock market?
• Should I customize my portfolio?
• How can I see how many shares I bought of a stock I added to my Custom Portfolio?

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Acorns Invest: General Questions

• Can I add a beneficiary to my account?
• Why is diversification important?
• Can I see a list of Base ETFs, Custom Portfolio ETFs, and Custom Portfolio stocks I can choose from?
• Why don’t I have access to Custom Portfolio?
• How can I use Acorns?
• In a recession, should I be investing?

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Acorns Later: Contributions and Withdrawals

• Will you tell me when I reach the IRA maximum limit?
• What are the Annual Contribution Limits for Acorns Later?
• How Long Does a Later Contribution Take to Process?
• How do I turn off a recurring contribution to my Later account?
• How much can I withdraw from my Later account?
• Can I transfer funds between my Invest and Later accounts?

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Acorns Later: Rollovers and Transfers

• Can I roll over my Acorns Later account to an outside firm?
• What is the status of my rollover?
• Can I roll over my existing 401(k) or IRA into Acorns Later?

Acorns Later: Portfolio and Performance

• How is my Acorns Later portfolio selected?
• How do I find out how much I’ve contributed this year to my Later account?

Acorns Later: General Questions

• Can I change my IRA type?
• How do I set up a Later Account?
• How do I set up a beneficiary for my Acorns Later account?
• Is Acorns Later an IRA?
• What's an IRA?
• How much does Acorns Later cost?

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Acorns Later: Later Match

• What is Later Match?
• How does Later Match work?
• How do I get a Later Match?
• What contributions count toward Later Match?
• Can I withdraw IRA matches from my Acorns Later retirement account?
• Is there a specific holding period in order for me to keep the Later Match?

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Acorns Early: Investments and Withdrawals

• How do I contribute to my Early account?
• Why is my investment not processing?
• What is the 30 day email notice I received for my Early beneficiary?
• How Long Does an Early Contribution Take to Process?
• Can anyone contribute to an Early account?
• How do I set up a Recurring Investment for an Early account?

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Acorns Early: General Questions

• How does Acorns Early work?
• Can I transfer the Early account to another firm?
• How Do I View My Early Account’s Performance?
• How to fix a typo for an Acorns Early beneficiary?
• Can a custodian choose to keep the funds in Early once the beneficiary reaches age of transfer?
• What Happens Once My Early Beneficiary Reaches Age of Transfer?

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