Can I customize a portfolio by removing specific companies?

Absolutely. We want you to take pride in the impact that you are making with your investment. Once you sign up to invest in your Swell portfolio mix, you can remove up to 3 individual stocks from your investment mix by contacting us at account@swellinvesting.com.

Our goal is to make the adjustment while you wait for your Swell account to be funded by your bank. That way, when your portfolio mix goes live, it’s just how you want it to be. There is a possibility, however, that your account is funded before we receive your request. If that happens, we will sell out of those positions for you and ensure that your account does not purchase the selected securities going forward.

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