IRAutomation: Can I edit or update my Funding Strategy?

Yes, you absolutely can! 

  • If you already have the IRA with Axos Invest Managed Portfolios, you can see the current Funding Strategy that is set here.
  • You can edit or update your Funding Strategy by following these steps:
    • Choose Plan from the middle menu
    • Choose the Retirement Milestone
    • Click Edit
    • Click IRAs
    • Choose Edit
    • Click on Fund Strategy 
    • Choose the one that best fits your needs




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