How can I change my Invest profile?

When setting up your Invest Profile, you’ll answer a few questions about risk tolerance and investment timelines — either for yourself or your child. Once you’ve completed the questionnaire, you’ll see a suggested Invest Profile which you can use to help guide your investing journey! 

If you’d like to change the “Invest Profile” for you or your kids:

1. Tap the Invest Dashboard 
2. Tap the profile for the account you’d like to edit 
3. Scroll to the bottom of the Invest portfolio  and tap “Review” next to the “Investor Profile”
4. Tap “Edit” on the Invest Profile screen, and you can change the answers to your questions to get a new suggested Invest Profile!