Here’s how to update it directly in the CUSP app.
If you haven’t invested yet
You can easily adjust your risk level before your first investment:
Open the CUSP app and go to your Tailored Portfolio setup.
Use the risk slider to adjust your risk level — from Low to High.
Tap See your goal projection to confirm and preview your new settings.
Go back to your Investing preferences to review your updated profile.
You’ll see the new portfolio allocation based on your selected risk level before you confirm your investment.
If you already have an active Tailored Portfolio
Once your Tailored Portfolio is created and invested, your current risk profile is locked in.
To change it:
Sell all the assets in your existing Tailored Portfolio.
Once the sale is complete and funds appear in your cash balance,
you can create a new Tailored Portfolio with your preferred risk level.
Your new portfolio will automatically reflect your updated selection.