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How to see and choose your investments

For people who want to see the options and pick where their 401(k) money goes.

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Written by Aryamaan Lakhotia

See and change your investments:

You view or change your investments on the dashboard after logging in at app.basiccapital.com. To rebalance your current holdings:

  1. On your account (e.g. Roth IRA / 401(k)), click Investments, then Rebalance.

  2. On the rebalance screen, toggle your investment options and set the percentage to each strategy.

If you would like to change your future contributions:

  1. On your account (e.g. Roth IRA / 401(k)), click Investments, then 'Update future'.

  2. Then, you can toggle your investment options and set the percentage to each strategy.

Please remember that your Traditional 401(k) and Roth 401(k) each have their own strategy and holdings, so you set them separately.

If you do not choose (the default):

If you do nothing, your money goes into an age-appropriate Vanguard Target Retirement Fund (the plan default). Examples: VTTSX (2065), VFFVX (2055), VFORX (2040). You can switch out anytime.

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