Investing and retirement account settings


Settings - the cog in the top-right corner of your investing/retirement account screen - is where you can customize your funds and set controls on how Oportun is saving for investing or retirement.

Investing and retirement account settings

Edit details

Here, you can change your fund's name and emoji and edit or add an end date and amount, if you'd like. 

Pause saving

Pausing will keep Oportun from saving towards investing until you tap Resume.

Boost saving

Oportun will prioritize saving towards investing when you enable boost.

Set max daily savings

You can set a limit on the daily amount that Oportun saves towards investing by setting a maximum daily save amount.

Manage Account

Here you can view helpful documents, like monthly account statements, tax info, and your investing account number, as well as safely close your investing account should you need to.