We do our best to identify the holdings in your external accounts but the data we receive from other firms can sometimes be imperfect. If our assessment of your overall retirement goal risk seems incorrect or unintuitive, an appropriate next step is to review each external account you have synced to see if the investment holdings information (e.g., % of stocks, bonds, cash, etc.) we have received is accurately representing your true external account composition.
If you feel like one of your external accounts is not being represented properly, we can work with our aggregation partners to correct any data issues. Please message us to begin this process.