In the Jarvis app, open the menu, choose Personal Jar or Workplace Jar, tap Change Investment Strategy, and pick a new portfolio. The switch settles within 3 to 5 business days, with no charge.
How to switch between portfolios in the Jarvis app and how long it takes.
In the Jarvis app, open the menu, choose Personal Jar or Workplace Jar, tap Change Investment Strategy, and pick a new portfolio. The switch settles within 3 to 5 business days, with no charge.