Illuminate

Can I customize my portfolio beyond the Guided Investing options?

Yes, eligible members can create a custom portfolio alongside Illuminate's Guided Investing portfolios.

What is a Custom Portfolio?

A Custom Portfolio allows you to invest a portion of your Illuminate Account in shares of individual stocks and ETFs that you select yourself.

How Custom Portfolios work

To get started, go to the portfolio tab in the bottom bar, then select fund my account and select general account and fund it with your desired amount.

With Custom Portfolios, you're in control of your investment decisions. You select which securities to buy, when to trade them, and how much to invest in each. You can choose from a wide range of stocks and ETFs available through the Illuminate App.

Eligibility

You must have a risk level score of 3 or above to invest in individual stocks and ETFs.

Illuminate

Form ADV Part 2A

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Terms of Use

Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Illuminate is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

These are not, nor intended to be, a testimonial or endorsement of Illuminate's services.

Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.