There are many ways to find the ticker symbol. By selecting the Prices and Performance link you will see a fund’s type, ticker (if available), CUSIP, Name, Price (or NAV), $ change and % change. You can find more information on a fund if you click the “factsheet” link from the information page immediately preceding the quotes page.

Your risk tolerance is a measure of how much investment risk you’re comfortable accepting in your portfolio. Risk tolerance is based on several factors, such as your goals and how you might respond to ups and downs in your portfolio.  Additionally, the amount of time you have to reach those goals should also be taken into consideration. For example, if you have a long time to reach a goal—like 20 years— you may have a greater appetite for risk. If you have less time to reach your goals, your appetite for risk may be lower and you may want to reconsider your investment options. When you open a You Invest Portfolios account, we’ll assist you in understanding your risk tolerance.

Yes, you will be able to schedule a payment to occur on a future date. However, some Banks are still enabling future dated payments in stages and all banks are expected to offer this service by end of 2015.

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