FAQ: How can I manually allocate funds in my Portfolio?

Q: How can I manually allocate funds in my Portfolio?

A: To manually allocate funds:

• Select stocks or asset classes for your portfolio.
• Search and highlight desired Tickers or Stocks.
• Click the "+" button to add them.
• Allocate funds (e.g., $10,000) equally or customize as needed. You can also edit or remove selections.