There are a few places where you can adjust your existing portfolio strategy:
- Summary page: Click on any goal name to expand its view. Then select “View Portfolio.” On the next page, select “Edit Portfolio” to the left.
- Portfolio tab: Click the “Edit” button to the right of “Portfolio Strategy.”
If you are creating a new goal, you will be given the option to view “Other portfolio strategies” on the Recommended Portfolio Strategy page as part of the goal creation process.