A Custom portfolio lets you edit the holdings of a Betterment-built portfolio or build one from scratch, all with Betterment’s automated management and tax optimization built right in. To change your current Betterment portfolio strategy (Core, Socially Responsible Investing, etc.) to a Custom portfolio, follow these steps.
- Confirm Custom portfolios are available in the investing accounts (taxable, IRA, etc.) currently associated with your Betterment portfolio. Custom portfolios are currently available in individual taxable accounts, with joint and trust accounts and IRAs following in the months to come.
- Navigate to the relevant investing goal or account.
- Under “Portfolio strategy,” select “Change.”
- Select “Custom portfolio” from the list of options.
From there, you’ll be able to start building your Custom portfolio from scratch, or use a Betterment portfolio as a template starting with a default allocation of 90% stocks.
