Can I change my stock/bond allocation?

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

  • Click on ‘Edit Milestone’

Edit_Allocation_1.PNG

  • Click Next until the ‘Set Your Portfolio’ option is displayed. Use the slider tool to change the allocation

Edit_Allocation_2.PNG

  • Click ‘Next’
  • Click ‘Update Milestone’

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

 

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