How do I edit my Origin brokerage investment portfolio?

Simply head to your Brokerage tab.

To edit your Origin brokerage automated index portfolio:

1. Head to the Brokerage tab 
2. Click on your Auto-Index account
3. Scroll down the Asset Allocation section and click the edit pencil icon.
4. View allocation choices and choose risk level by sliding the black bar.
5. Confirm your choice.

To edit your Origin Brokerage Stock Bundles portfolio:

1. From your Brokerage page, click on Move Money.
2. Choose withdraw or deposit depending on the edit you want to make in your account.
3. Choose the source/target accounts and amounts.

Please note that whenever you sell investments, there will be tax consequences. Please reach out to your financial planner or a tax professional should you have questions.