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. If you want to make changes, just tap “Edit” to revisit your answers.

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.