How to move Slices into a new Pie

To reorganize your Portfolio, you may want to move Slices from an existing Pie into a new Pie.

If you want to move Slices between two Pies that are already in your portfolio, here’s the step-by-step guide.

If you want to move Slices to a new Pie, keep reading.

Before moving Slices into a new Pie, you will need to:

  1. Create a new Pie. Make sure the target percentages of your new Pie add up to 100%, you won’t be able to save your Pie until they do.
  2. Save the new Pie.
  3. Add the new Pie to your portfolio as a Slice. You will need to adjust the target percentages of your Portfolio to make sure they also add up to 100% before saving.
  4. For an illustrated guide and how-to videos on adding a new Pie, please see our article here.

Once you have saved the new Pie in your portfolio, you can move Slices into your new Pie from the Pie or Pies already in your portfolio.

You can view a step-by-step guide on moving Slices in our help center.

 

M1 disclosures here.

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