Help Center / Individual Investor / How do I view and update portfolio settings?

How do I view and update portfolio settings?

  • Navigate to My Portfolios and click on a portfolio to open it.
  • Click the Settings button at the top of the Portfolio page to view the portfolio settings. 
  • Click the Edit button in the top right-hand corner of the Settings page to update Portfolio Account Type, Portfolio Name, Bank Name, ABA Number, Account Number.

 

Please keep in mind that the Bank Account, Portfolio Name, and Type cannot be changed:

  • By an account member without Full Discretion rights
  • If there is a pending subscription or trade made by this account
  • If the account (not user) is suspended