Remove an Entire Pie From Your Portfolio

If you remove a Pie from your portfolio, all the securities in that Pie will be sold and the proceeds will be reinvested into your portfolio according to your set target allocations. Please note that this process happens automatically, regardless of whether Auto-Invest is turned “off” in the account.

Please note that your Portfolio will always need a placeholder, so you will not be able to remove everything before starting over and adding new Slices. If you only have one Pie in your portfolio, you will need to add the new Pies/Slices before removing the original.

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Web:

1. Navigate to the “Invest” tab
2. Select “Portfolio”
3. Click “Edit”
   
4. Select the Pies you’d like to remove by checking the boxes next to them
5. Click “Remove”
   
6. Adjust the target percentages of the remaining pies to equal 100%
7. Click “Save”
   

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Mobile

1. Tap “Invest”
2. Tap “Portfolio”
   
3. Tap “Manage Pie”
4. Tap “Edit Pie”
5. Lower the target percentage of the pie you want to remove to 0%
6. Adjust the target percentages of the remaining pies to equal 100%
7. Tap “Save”