Your portfolio is set to Conservative by default. However, we get you might prefer to choose a different portfolio and you can do so at any time, as many times as you want using the migrate portfolio option. Learn more about this through the tutorial on your phone.

To access the tutorial on the device, take the following steps:

• Open Capitalyze® App
• Tap More> Settings > Tutorials
• Select the category that you want to learn more about
• Confirm the selection after you are prompted

The tutorial for the selected category will start and you can view it as many times as you want. You can also take the tutorial for the app as a whole.