You can update your Automated Investing filters anytime to fit your investment goals. To update the saved filter that you currently have applied to Automated Investing, follow the steps below:
- Log in to your account.
- Click on Browse Loans from the Account Summary page.
- Once on the Browse Loans page, click Open next to the “Filter Loans” section on the left side of the page.
- Select the saved filter that you wish to modify from the pop-up.
- Confirm that the correct filter was selected and modify as you see fit.
- Click Save to save your changes.