Your risk-return expectation will determine the allocation of securities in your INVEST accounts.
You can change this at any time, but we'd recommend you speak with your MYRA advisor before making changes to confirm it's the right choice for you.
Step 1: Log into the MYRA app.
Step 2: Click the three dots on the top right of your screen so a menu appears in the top right.
Step 3: Click on 'Investment Profile'.
Note: If you click on the information circle, you can see many things you can do in your investment profile.
Step 4: Toggle to the first option, 'Risk-Return Expectation'. You can move the slider from 'Very Low' to 'Very High' to change the percentages of different asset classes in your INVEST portfolio.
Step 5: Scroll down to see the percentage allocation for your INVEST portfolio and click 'Save'.
Step 6: Check your email that evening. Once you make the changes in your MYRA app, they will be updated in the system. Every evening (at 9PM ET), MYRA consolidates your updates and will email you the TD Ameritrade forms for your e-signature. Once TD Ameritrade receives your signature, they'll make the changes for you and send you an email to notify you that the update is complete.