Can I approve the changes to my account before you submit the transactions?
Blooom works from a discretionary management agreement, so if you are wanting us to implement our investment recommendations for you, then we won’t have you approve the changes before we transact on your account.
If you really want to approve our investment recommendations, then we suggest checking out our do-it-yourself option. We will provide you with our specific investment recommendation and you can implement those changes at your discretion. Keep in mind we are a fiduciary, which is fancy speak for blooom acting in your non-emotionally charged, rational best interest. We were designed for folks who want to delegate their retirement accounts to professionals.