How can I change my Invest profile?

When you are confirming the “Invest Profile” after answering risk questions based on your or your kid’s risk tolerances and your investing timelines, you can tap “Edit" to revisit the questions you answered.

If you have exited the set-up questionnaire and would like to change the “Invest Profile” for you or your kids:
1) Visit either your Parent Dashboard (to edit your Invest Profile) or the dashboard of the child whose Invest Profile you’d like to edit.

2) Tap the “Investing” tile.

3) Scroll to the bottom of the investing dashboard and tap the “Invest Profile” arrow.

4) Tap “Edit” on the Invest Profile screen, and you can change your answers to your questions to get a new suggested Invest Profile.

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