Can I change my stock/bond allocation?

Absolutely! To update this, once logged into your account either via the website or mobile app:

  • Click on the name of the Milestone you want to update
  • Click the “Edit” option on the top menu
  • Choose the Portfolio/Allocation
  • Select the Portfolio Type
    • If you chose Stocks/Bonds/Cash, set the starting cash allocation
  • Select the portfolio
  • Use the slider tool to set the starting portfolio allocation
  • Click “Next”
  • Set the ending cash allocation
  • Use the slider tool to set the ending portfolio allocation
  • Review the glide path and click Next
  • Update the auto-deposit
  • Click Update Milestone

Please allow 1-3 business days for your allocation to be updated.

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