A critical part of customizing your portfolio is excluding any investments that are wrong for your goals, risk tolerance, or values.

We make it easy to steer clear of investments that you don’t want with filters that block investments in individual securities, sectors, or industries that you prefer to avoid. We even have a social issue filter to help you align your investments to your social values. You can apply these exclusions to any and all of your accounts.

Security Exclusion

Enter the security symbols of any individual securities you want to exclude from your account for any reason. Our security lookup will help you find the right security symbol.

Sector Exclusion

Are you too concentrated in a sector? Do you have a lot of stock in the company you work for and want to better diversify by investing in securities from other sectors? Use our sector exclusion tool to avoid entire industry sectors of stocks.

  • Consumer Staples
  • Consumer Discretionary
  • Retail/Wholesale
  • Medical
  • Auto/Tires/Trucks
  • Basic Materials
  • Industrial Products
  • Construction
  • Multi-Sector Conglomerates
  • Computer/Technology
  • Aerospace
  • Oils/Energy
  • Finance
  • Utilities
  • Transportation
  • Business Services
  • Unclassified

Social Issue Exclusion

Don’t want to invest in tobacco, gambling, or other controversial industries? Use our social issue exclusion screener to keep these stocks out of your portfolio.

  • Alcohol
  • Genocide
  • Gambling
  • Military Weapons and Firearms
  • Factory Farming
  • Nuclear Power
  • Tobacco
  • K-1 Securities

See the securities on each list