Adding a stock to your Long-Term Portfolio is an easy way for you to organize and manage different types of investments! When you move a stock into your Long-Term Portfolio, it shows up on your account in a separate section than your regular portfolio.

To add a stock to your Long-Term Portfolio:

  1. From your Portfolio page, scroll down to your Portfolio

  2. Swipe Left on the stock you want to move

  3. Select Long-Term

If you ever have questions, the team is always here for you, so feel free to give us a shout on the app’s Live Chat or via email at!

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