Questions about taxes related to your Acorns Accounts? Visit our Tax FAQs to learn more or review our tax schedule and access your tax forms, when available.

Are there any tax considerations I should be aware of before switching to an ESG portfolio?

Article author
Alexander G.
  • Updated

Yes. When you elect to change from a Core portfolio to an ESG portfolio, Acorns must sell the ETFs underlying your Core portfolio and then purchase shares in the ESG ETFs. The sale of securities is a potential taxable event and you may want to discuss with a tax professional whether changing portfolios is appropriate for your unique tax situation. This is not tax advice and Acorns does not provide tax advice. Please contact a tax professional if you have questions.

 

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