---
title: "Account settings"
description: "Each account's settings: transactions, recurring deposit, banks, beneficiaries, trusted contacts, and how to change your portfolio strategy."
url: https://support.alooola.com/account-settings
docs_index: https://support.alooola.com/llms.txt
---

# Account settings

> Each account's settings: transactions, recurring deposit, banks, beneficiaries, trusted contacts, and how to change your portfolio strategy.

Each account has its own settings. Open the account from Home, then tap **⋯** (three dots) in the top corner.

## What's in an account's settings?

**Banking**

- **Transactions:** every deposit, withdrawal, trade, dividend and fee, newest first
- **Recurring Deposit:** set one up, change it, or stop it. See [Deposits and withdrawals](/fund-your-account#how-do-i-change-or-stop-a-recurring-deposit)
- **Bank Accounts:** your linked banks. See [Link a bank](/link-your-bank)

**Beneficiaries & Contacts**

- **Beneficiaries** and **Trusted Contacts.** See [Beneficiaries and trusted contacts](/beneficiaries)

**Account Actions**

- **Change portfolio** and **Customize Widgets** (below)

Statements and tax forms are in your Document Vault, not here. See [Statements and tax forms](/statements).

## How do I change my portfolio?

1. **Open Change portfolio.** In the account's settings, under **Account Actions**.
2. **Compare the strategies.** Swipe across the five: Income, Conservative, Moderate, Growth and Aggressive. Your current one says **Current Strategy**.
3. **Choose a new one.** Tap **Change Strategy**, check the change, then tap **Confirm Change**.

The new strategy applies to this account only. The change can take a few business days to complete.

## How do I choose which cards show on my accounts?

Tap **Customize Widgets** in settings. Choose which cards appear at the top of your account screens (Allocation, Performance, Contributions and Exposure) and their order, then tap **Apply**. Your choice applies to all your accounts.

## What's different for a 401(k)?

A connected 401(k) has a shorter list:

- **Activity:** **Transactions** and **Update Contributions**
- **Beneficiaries:** one list, with no contingent group
- **Account Actions:** **Management style**, **Change portfolio** (if we manage the plan for you) and **Customize Widgets**

See [Connect your 401(k)](/connect-401k).

## Why don't I see a row?

- **Recurring Deposit** doesn't appear on the accounts used for a backdoor Roth.
- **Some older accounts,** not held at Apex Clearing, show a **Documents** section here instead of using Document Vault.
- **Your spouse's accounts** don't offer **Change portfolio**.

Can't find something? Email [support@alooola.com](mailto:support@alooola.com) and we'll point you to it.