Allocations refer to the ways in which your investment deposits are distributed into your investments. Use the slider on the Automatic investing screen to select a percentage of each deposit that should go to each holding in your portfolio.
To adjust allocations:
- Visit your Investments home screen.
- Tap the cog (⚙️) in the upper right-hand corner.
- Tap Adjust auto-investing.
- Scroll down and adjust the sliders under Automatic deposit allocation