Can I change my stock/bond allocation?

Absolutely! To update this, click on the name of the Milestone you want to update.

  • Click the “Edit” option on the top menu and then click “Edit Portfolio”
  • Select the Portfolio type you are looking to update to.
  • Update the allocation by moving the slider tool bar to your desired allocation
  • Click “Next” and then “Update Milestone”

Please allow 1-3 business days for your allocation to be updated.

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