Can I manually edit my investment holdings and transactions on SigFig.com?
Asked 2 years ago
SigFig.com does provide users with the ability to view their investment holdings and transactions, but it does not allow manual editing of these items. When a user connects their accounts, SigFig imports transactions and holdings directly from the linked financial institutions, ensuring that the data is accurate and up to date. Any changes to your investment holdings would typically need to be made directly through your brokerage or financial institution. That said, users can adjust their investment strategies and preferences within the SigFig platform, which may affect future recommendations and portfolio allocations. For specific instructions or any potential updates regarding capabilities, it is a good idea to refer to the current information available on SigFig.com.
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