You can adjust your Ellevest Digital, Premium or membership 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. Note that this option isn't yet available for the Retirement goal.
To change your portfolio type to core or Ellevest Impact, click on the Investments tab in each of your goals and click on the pencil next to Core/Impact Portfolio.
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.