How do I change my portfolio selection?

By
8 years ago

WealthStep 401k: Log-in to WealthStep and click on the link on the “WealthStep 401k” button on the Advice Center  page that takes you to your 401k recordkeeper. WealthStep is the advice engine, but 401k plans have a separate “recordkeeper” provider that process your savings rate and investment changes. Or, contact your HR department for your recordkeeper’s contact information.

WealthStep Direct: Click the “WealthStep Direct” button on the Advice Center page to request a portfolio change, for example when your life stage changes. WealthStep may contact you for additional information, if necessary to complete your request.

Note: WealthStep Direct is a paid service for personal accounts outside of retirement plans (e.g. for IRA or taxable accounts).

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.