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