What considerations are there for assigning portfolios using Portfolio Plus?

Changes to your portfolio holdings, including turning on or off Portfolio Plus or assigning new portfolios to your milestones, may incur tax consequences. 

If you decide to turn off or deactivate Portfolio Plus, you will be asked to assign any milestones using a Featured Portfolio or a Custom Portfolio back to a Core Portfolio. More information on considerations when turning on or off Portfolio Plus available here.


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