Investment advisory services for Accrue's 401(k) products are offered by Guideline Investments, LLC, a third-party SEC-registered investment adviser. For more information regarding fees and services, see Guideline Investments' ADV 2A Brochure and Form CRS.
If you’d like to make adjustments to your 401(k) portfolio, you can do so by completing the following steps:
Log into your Accrue dashboard.
Navigate to the Portfolio tab in the main navigation.
Click on the “Change Portfolio” button.
Select how you’d like to build your portfolio.
See Portfolio Recommendations: If you select this option, you’ll be asked a series of questions regarding your current age, estimated retirement age, and risk tolerance. Based on your answers, Accrue will recommend a portfolio that suits your needs.
View All Portfolios: This option will allow you to toggle between all the managed portfolios offered by Accrue. You can review the various portfolios and a description of each by clicking on the “Less Risky” and “More Risky” buttons.
Build a Custom Portfolio: This option will allow you to select each individual investment and allocation of your portfolio.
After selecting your portfolio option, go through any additional prompts. Then, select the button to save your changes.
Learn how long it takes for portfolio changes to take effect here.
This information is provided for informational purposes only, and is not intended to be construed as investment advice. Consult a qualified financial advisor to determine the appropriate investment strategy for you.