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How do I get a Sustainable portfolio?

Article author
Alexander G.
  • Updated

If you are an existing customer, you should see the option to switch to a Sustainable portfolio for your Invest, Later, or Early account. Please note, if you are currently in the conservative Core portfolio, you will not see a comparable conservative Sustainable portfolio option. Please complete the following steps to switch your portfolio theme:

For Mobile

  1. Tap the Invest, Later, or Early. 
  2. Tap "Portfolio"
  3. Scroll to the bottom to see Theme options. 
  4. Tap “Theme”
  5. Review the details and disclosures
  6. Tap on your desired portfolio theme, then Next.  
  7. Tap on “Change to this portfolio” 
  8. Carefully review the information on the screen
  9. Tap “I’m sure” to confirm.

For Web

  1. From the home screen, click your Invest, Later, or Early.
  2. Click “Portfolio”
  3. Scroll to the bottom to see Theme options. 
  4. Click on “Theme”
  5. Click on your desired portfolio theme, then Next.  
  6. Review the important disclosures and details
  7. Click on “Change to this portfolio” 
  8. Carefully review the information on the screen
  9. Click “I’m sure” to confirm.

Acorns does not recommend changing portfolios often, due to our overall passive investment strategy and the potential tax consequences of selling or exchanging Exchange Traded Fund (ETF) securities in your account. You do have the ability to override the recommendation provided in the app, however, you may want to check with your tax advisor to ensure you are comfortable with the resulting impact to your tax obligations, as applicable.

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