Create or edit an asset allocation plan

An asset allocation plan can help you diversify your portfolio and balance investment risk and return. You can periodically update your plan to reflect your long-term financial goals.

To create or change an asset allocation plan:

Click Investing, click Investing Tools, and then click Asset Allocation.
Follow the instructions on the screen.

Notes

To personalize your target asset allocation after you've created a plan, follow the steps above to view your asset allocation plan. Then in the left pane, under Common tasks, click Customize your asset allocation.
To add asset class information, follow the steps above to view your asset allocation plan. In the left pane, click Current vs. target, and then at the bottom of the page, look for investments without asset class information. Click an investment, select an asset class for the investment, and then click OK.