Make changes to your Gusto IRA portfolio

You can update your Gusto Individual Retirement Account (IRA) investment portfolio at any time from your dashboard. To follow these steps:

1. Sign in to your dashboard via the Gusto Retirement sign-in page.

2. Go to Portfolio in the main navigation. If you have more than one account, select the one where you'd like to make changes.

3. Select Change portfolio.

4. Choose how you'd like to build your portfolio:

   • See Gusto's portfolio recommendation — You'll answer a series of questions about your estimated retirement age, risk tolerance, and expectations. Based on your answers, we will recommend a managed portfolio that suits your needs.

   • View all portfolios — Browse all managed portfolios we offer. You can review each portfolio by selecting the Less risky or More risky buttons.

   • Build a custom portfolio — Select each individual investment and set the allocation for your portfolio.

5. Go through any additional prompts, then select the button to save your changes.

Learn how long it takes for portfolio changes to take effect.