Skip to main content

Can I customize my portfolio beyond the Guided Investing options?

Updated over 3 months ago

Yes, eligible members can create a custom portfolio alongside Illuminate's Guided Investing portfolios.

What is a Custom Portfolio?

A Custom Portfolio allows you to invest a portion of your Illuminate Account in shares of individual stocks and ETFs that you select yourself.

How Custom Portfolios work:

To get started, go to the portfolio tab in the bottom bar, then select fund my account and select general account and fund it with your desired amount.

With Custom Portfolios, you're in control of your investment decisions. You select which securities to buy, when to trade them, and how much to invest in each. You can choose from a wide range of stocks and ETFs available through the Illuminate App.

Eligibility:

You must have a risk level score of 3 or above to invest in individual stocks and ETFs.

Did this answer your question?