How can I adjust my portfolio?

You can adjust your portfolio for each of your goals by changing the risk level, or by selecting a core or Ellevest Impact Portfolio. To adjust each of your goals, you can click on the Investments tab.

To adjust the risk level for one of your goals, click on the Investments tab. Under Portfolio Composition, you can select Adjust Risk to make your portfolio slightly more aggressive or more conservative.

To change your portfolio type to core or Ellevest Impact, click on My Service in the left hand menu, and then Impact Investing. You’ll be able to choose which of your goals to update.

At this time, clients cannot select or exclude individual investments in their portfolios. Your portfolios have been selected specifically to help you achieve your goal within your desired timeline. They are comprised of carefully vetted investments that were specifically combined to reduce costs, and risk through diversification.

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