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How do I set up a goal?

Written by Alison Perkins

You can now create goals to invest towards a holiday, house deposit, retirement, or anything that matters to you.

Follow these steps to create a goal:

Step 1: Log into your Kernel account

Step 2: Under the ‘Overview’ tab, navigate to the ‘Goals’ tab and click ‘Create goal’

Step 3: Choose a name and icon for your goal

Step 4: Set a target dollar amount and date for your goal

Step 5: Choose the assets you want to track towards your goal, save your new goal by clicking ‘Done’

How do I edit a goal?

Follow these steps to edit a goal.

Step 1: Log into your Kernel account

Step 2: Under the ‘Overview tab’, navigate to the ‘Goals’ tab and select the goal you want to edit

Step 3: Click on the settings cog in the top right and click ‘Edit goal’

Step 4: Make the required edits then click ‘Done’ to save your changes

How do I delete a goal?

Follow these steps to delete a goal.

Step 1: Log into your Kernel account

Step 2: Under the ‘Overview tab’, navigate to the ‘Goals’ tab and select the goal you want to delete

Step 3: Click on the settings cog in the top right and click ‘Delete goal’

Step 4: Click on ‘Yes, delete goal’ to save your changes

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