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How do I change my investment portfolio?

Written by Support


If you’d like to change your portfolio, go to daffy.org/settings/portfolio and click on the "Change Portfolio" button on the right of the screen.


If you're using the Daffy app, go to Settings (gear icon) and then select Portfolio.

Daffy members can change their portfolio once every 30 days. Please allow 5-7 business days for the portfolio change process to complete. Funds may be out of the market during this time.

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