Portfolio Management and Risk Preferences

Can I change my portfolio?

Yes. You can change your strategy (e.g., Wealth Builder, Sustainability, Tax-Aware, Dynamic with Alts, Dynamic with Bitcoin) within your assigned risk level by selecting Review My Portfolio under the Actions tab. To change your risk level, you must retake the Risk Tolerance Questionnaire (RTQ).

Changing your strategy or retaking the RTQ may lead to account rebalancing, which can trigger the sale of existing investments and potentially generate tax consequences. Always review the latest disclosures or consult with a financial advisor to understand the full impact of any changes you make.

How do I modify my risk tolerance level?

App:

1. Switch to your advisor account.
2. Select Review Account Risk Level under the Actions tab.
3. Retake the Risk Tolerance Questionnaire.

Changes to your risk tolerance level can be made only twice within a 90-day window.

How does Webull Advisors manage my assets?

When clients onboard with Webull Advisors, they complete a risk tolerance questionnaire to help determine an appropriate investment strategy. Based on the results, they are matched with a model portfolio—ranging from conservative to aggressive—each with a predefined asset allocation composed of diversified ETFs.

Portfolios are actively monitored and strategically rebalanced to maintain alignment with the client’s investment strategy and market conditions. Rebalancing may occur on a regular schedule or when asset allocations deviate beyond certain thresholds due to market movements. This process helps manage risk, maintain consistency with the client’s risk profile, and potentially capitalize on market opportunities.

It’s important to regularly update your investment preferences to ensure your portfolio continues to reflect your evolving financial goals or life situation.

Can I choose the investment and timing of trading in my portfolio?

When using Webull Advisors, your portfolio is fully managed by Webull's discretionary service. This means that the choices of ETFs and the timing of trades are handled by Webull Advisors, reflecting your risk tolerance and financial goals as established in your initial profile. Your ability to dictate specific investments or trade timings directly is not available; however, it's crucial to keep your investment profile updated to ensure your portfolio adapts to any changes in your financial circumstances.