When you signup for a Finch account, we'll ask you to tell us more about yourself during the signup process. This helps us guide you to the best portfolio recommendation.
You can switch portfolios at any time in the app (this doesn’t impact your subscription!).
- Tap Invest from your bottom menu
- Tap Edit under the pie chart
- Tap the <Left/Right > arrows to review portfolios
- Swipe to the right to confirm your selection
💡Changes to your portfolio go into effect on the next business day.