How do I change my investment allocations?
*Note: this will not change your current assets; this is just for changing where your future contributions will be allocated. If you would also, like your current assets to be moved into your new investment allocation you must select yes on the transfer section*
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Not at this time.
Yes! You can learn more about our app and it’s capabilities here.
In order to download your transactions into Quicken:
That page also includes further requirements and instructions for downloading the file and importing it into Quicken.
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