It is highly recommended that you review the videos of the investment tools at least on your entry into the program. After that, you will be able to refer back to them at anytime by clicking the “video” button at the bottom of the page.
Portfolio Builder
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The Fund Portfolio Builder, available to subscribers, allows you to create and save profiles for your investment accounts or the investment accounts of your family members. You should create one profile for each investment account. Using any of the profiles you have created, you then select company stock you own (if any) and the funds available for that type of investment account, to reach recommended asset allocations for that account.