What is an Invest profile?

An Invest Profile helps us understand what types of investments might be right for you. We will either suggest a conservative, moderate, or aggressive profile based on the answers to the questions you provided when you set up your Investing for Parents or Investing for Kids module.

*Please note: All investing accounts set up within the Greenlight app are brokerage accounts in the Primary Accountholder’s name. For more information, click here.

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