Can I change my Origin auto index portfolio?

Of course! We want your portfolio to best match your evolving needs and goals.

If your risk tolerance, time horizon, or investment objectives change at any time, you can edit your Origin Invest portfolio. Some common reasons you may adjust your portfolio include:

• Getting closer to a goal like retirement, which generally means reducing risk
• A change in income or net worth allows taking on more risk
• New financial obligations that may necessitate a more conservative approach
• Your personal risk comfort changes over time

Routine reviews of your portfolio can help ensure your investments are still aligned with your objectives.