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Can I change the investment amounts from what is pre-populated?
Can I change the investment amounts from what is pre-populated?
Danielle W avatar
Written by Danielle W
Updated over 2 years ago

Yes. We pre-populate the amounts solely for your convenience based on the range you selected in the questionnaire. Our recommendations are limited to the investment offerings - whether and what amount you invest is at your discretion. Once you receive your recommendations, you should confirm or change the amounts you want to invest in each recommended investment offering.

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