Viewing Your Acorns Investment Portfolio: A Simple Guide

If you want to see your investment portfolio in Acorns, you can do so via the app or by logging into your account on the website. In the app, tap 'Invest' on the home screen, then scroll down and tap Your Portfolio. If you have a Custom Portfolio, tap Edit in the top right corner and then tap Risk. You can then swipe through the different portfolios to learn more about each one and select Overview to see what makes up each portfolio. The process is similar on the website, where you click Invest and Your Portfolio on the homepage, then click Risk or Edit in the top right corner.

Logging into your Acorns account

To log in to your Acorns account, you will need to download the Acorns app or visit the Acorns website.

Logging in via the app:

• Open the Acorns app on your device.
• Enter your login credentials, such as your email address and password.
• Tap "Log In" or "Sign In".

Once you have successfully logged in, you will be directed to your account's home screen. From here, you can navigate to your investment portfolio by tapping "Invest" and then "Your Portfolio".

Logging in via the website:

• Go to the Acorns website: acorns.com.
• Find the login section, usually located on the homepage.
• Enter your login credentials, such as your email address and password.
• Click the "Log In" or "Sign In" button.

After logging in, you will be taken to your account homepage. To view your investment portfolio, click on "Invest" and then "Your Portfolio".

It is important to keep your login credentials secure and not share them with anyone. If you have forgotten your password, you can use the account recovery process to reset it. This usually involves verifying your identity and then creating a new password.

By logging into your Acorns account, you can access various features and tools to manage your investments, view your portfolio's performance, and make informed decisions about your financial goals.

Navigating to the Invest section

To navigate to the "Invest" section of your Acorns account, follow these steps:

Log in to your Acorns account using the mobile app or by going to the Acorns website. Once you have logged in, you will be directed to your home screen. From there, simply tap or click on the "Invest" option. This will take you to the "Invest" section of your account.

If you are using the mobile app, the next step is to scroll down and tap on "Your Portfolio". Here, you will be able to view and manage your current investment portfolio. If you have a Custom Portfolio, you can tap "Edit" in the top right corner of the screen and then select "Risk" from the menu that appears. This will allow you to make changes to your portfolio if needed.

If you are using the Acorns website, click on "Your Portfolio" and then scroll to the bottom of the page to click on "Risk". Alternatively, you can click on "Edit" in the top right corner and then select "Risk" from the menu. This will allow you to view and make changes to your investment portfolio.

By following these steps, you can easily navigate to the "Invest" section of your Acorns account and access the information you need to manage your investment portfolio.

Viewing Your Portfolio

To view your portfolio, log in to your Acorns account. From your home screen, tap "Invest". If you have a Custom Portfolio, tap "Edit" in the top right corner of the screen and then tap "Risk" from the menu that appears. If you do not have a Custom Portfolio, simply scroll down and tap "Your Portfolio".

From here, you can swipe through the different portfolios to learn more about each one. To see a full list of the investments that make up each portfolio, select ""Overview" and scroll down. Alternatively, select "Considerations" to learn more about when you might want to consider each portfolio.

You can also view your portfolio by logging in to your account from the Acorns website. From your homepage, click "Invest", then click "Your Portfolio". To view the different portfolios, click "Risk" or click "Edit" in the top right corner and select "Risk" from the menu that appears. Scroll through the different portfolios using the left and right arrows and select "Overview" to see what makes up each portfolio. Alternatively, select "Considerations" to learn more about when each portfolio is suitable.

Understanding the different portfolios

Acorns offers five main savings and investing products: Acorns Invest, Acorns Later, Acorns Spend, Acorns Found Money, and Acorns Early. Each of these products is designed to cater to different investment needs and goals.

Acorns Invest is a taxable investment account that invests your money in exchange-traded funds (ETFs). You can choose from five different Core portfolios and four different ESG portfolios, depending on your risk tolerance and financial goals. The five Core portfolios range from conservative to aggressive, with the conservative portfolio aiming for steady returns and the aggressive portfolio being more volatile. The four ESG portfolios are rated based on how the companies included approach environmental, social, and governance issues.

Acorns Later is a tax-advantaged retirement account, while Acorns Spend is a checking account with a debit card and some reimbursed ATM fees. Acorns Found Money lets you earn money back when you shop from major retailers, with cashback going directly into your Invest account. Finally, Acorns Early lets you set up investment accounts for your children.

Overall, Acorns offers a range of portfolios to suit different investment strategies and goals, from conservative to aggressive, and provides options for both taxable and tax-advantaged accounts.

Changing your portfolio

Here's a step-by-step guide to changing your portfolio:

On the Acorns App:

• Log in to your account.
• Tap "Invest" on the home screen.
• Tap "Your Portfolio". If you have a Custom Portfolio, tap "Edit" in the top right corner, then tap "Risk" from the menu.
• Swipe through the different portfolios to learn about each one. You can select "Overview" to see the composition of each portfolio or "Considerations" to understand when to choose a particular portfolio.
• Once you've chosen your desired portfolio, tap "Change to this portfolio".

On the Acorns Website:

• Log in to your account on acorns.com.
• Click "Invest" on the home page.
• Click "Your Portfolio".
• Click "Risk" or "Edit" in the top right corner, then click "Risk" from the menu.
• Use the arrows to navigate through the different portfolios and learn about each one. Click "Overview" to see what each portfolio includes or "Considerations" to understand when to choose a specific portfolio.
• After selecting your preferred portfolio, scroll down and click "Change to this portfolio".
• Confirm that your Investor Profile is up-to-date and accurate before proceeding with the change.

Please note that changing your portfolio will trigger a rebalancing of your investments to match the allocations of the new portfolio, which may involve selling and buying new investments. While you can change your portfolio at any time, it is generally recommended to avoid making frequent changes. Additionally, keep in mind that there may be potential tax implications when selling investments.

Frequently asked questions