How do I edit the cash balance for a manual account?

George -

You can edit your cash balance by following these steps:

1. Log into your SigFig account and click on "Holdings" in the top center of the screen. 

 2. Press the downward arrow (1) next to the portfolio you want to edit and select "Edit Portfolio" (2) from the drop down menu. 


3. Select " + Add Cash"



4. Enter your cash balance in the last row.



5. Select "Save" and you're done!


Note: If pressing Save does not work, there may be something preventing you from saving. Check to see if any fields have turned red on your screen. If they are highlighted in red, it means there is a problem. Double check to see if there are any letters or other special characters that may not belong in this field. 



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