Set goals and invest in your future 🥅
Our Goals feature enables you to put your money on a mission and ensure you're on track to achieving those goals. When you set a goal, the goals tracker will monitor if you're on track or need suggestions to help you meet your desired outcome.
Whether you're saving for a house, your child's future, or want to grow your nest egg, this feature is designed to help you understand how your portfolio can grow over time.
Getting started
To set up goals, make sure you've downloaded the latest version for iOS and Android.
Navigate to the Goals hub from the bottom navigation bar.
Tap on Create a Goal
Select your goal and give it name, color, and emoji
Tap to type in your goal amount. It can be any amount you'd like!
Tap to type in a target date you'd like to achieve this goal
Set up auto invest
Set up auto invest or make a one-time investment in your goal.
Once you've created a goal, set up an auto invest
Use the slider to view how your investments and income you can impact your goal
If your goal is off track, we'll make a recommended investment amount to help you hit your desired goal.
If everything looks good tap on Set Up Auto Invest, then tap on Slide to Confirm
Edit and make changes to a goal
Be sure to regularly check on your goals to ensure they continue to reflect your real life goals. For each goal you can change the name, type, goal term, and target amount.
Tap on the goal
Tap on the top right icon of the goals screen
Remove a goal
Tap on the goal
Tap on the top right icon of the goals screen
Scroll to the bottom of the screen and tap on Delete This Goal
Slide to confirm
Goals are a hypothetical guide for investors and not a guarantee for achieving the desired outcome in a defined period of time.