Tap Investing under Financial Tools.
Tap the three dots in the top right corner.
Tap Change portfolio.
Select your preferred portfolio type.
Tap Save.
Note: Changing your portfolio option means selling some of your investments. If they sell for more than you paid, that’s a capital gain. If they sell for less, that’s a capital loss. Gains may be taxed, and losses may lower your taxes in certain situations. Since everyone’s situation is different, it’s best to talk with a qualified tax advisor.
Investment advisory services provided by Atomic Invest LLC. Brokerage services provided by Atomic Brokerage LLC, member of FINRA/SIPC. Investments in securities: Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Investing involves risk, including the possible loss of principal.
Chime Invest™ is not provided by either [bank name] or Chime Financial, Inc.
Chime has engaged Atomic Invest LLC (“Atomic”), an SEC-registered investment adviser, to bring you the opportunity to open an investment advisory account with Atomic. Brokerage services for Atomic are provided by Atomic Brokerage LLC (“Atomic Brokerage”), a registered broker-dealer and member of FINRA and SIPC and an affiliate of Atomic, which creates a conflict of interest. For more details about Atomic, please see the Form CRS, Form ADV Part 2A and Privacy Policy. For more details about Atomic Brokerage, please see the Form CRS, General Disclosures and fee schedule. You can check the background of Atomic Brokerage on FINRA BrokerCheck.
Neither Atomic Invest LLC nor Atomic Brokerage LLC, nor any of their affiliates is a bank. Investments in securities: Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and fees and expenses charged. Advisory services through Atomic are not to be construed as tax advice or financial planning and do not take into consideration investments that clients may hold outside of Atomic.