Hello, I have 2 securities in my portfolio. When I click invest on the app, it is only giving me the option to buy the biggest weight one? Any ideas why this is? I would like to click invest and have my money split into each security as per the weights but I’m only given 1 security option.
Hi @BL14501, have you set up the percentages in both funds, say 50% in each?
If you have 2 funds but one is set up for 100% it will only buy that one
I see 2 %s next to each security.
66.7%/100%
33.3%/0%
So you need to adjust the 0% to your target.
The first % represents the current value of your portfolio in each fund.
The second % represents how much money you will invest if you choose to do so.
Go to Options, and Edit Portfolio.
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Thank you for your question! I can see one of our community members, Carl has helped you very well on this one. Carl, thank you for that, we appreciate our active clients
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