Skip to main content

How can I make changes to a goal?

Published | Updated

 

Once you've set up your goals, it's important to periodically review and update them to ensure they align with your real-life goals.

If you need to make changes to a goal, such as updating the end date or target amount, follow these instructions:

  • On a web browser: Select the goal from the left menu, then click the "Settings" tab. Here, you can edit your goal details.
  • In the mobile app: Select the goal from the home page, then tap "Settings" in the upper right corner. Here, you can edit goal details.

For each goal, you can change:

  • Goal name—what you choose to call a goal. Note that you cannot edit the name of an IRA.
  • Goal image–select an image that represents your goal.
  • Goal type—the purpose of your goal.
  • Goal term—the amount of time until you expect to use the funds.
  • Target amount—how much you’d like to have saved by the end of the term.
  • Target allocation—the ratio of stocks and bonds in the portfolio.*
  • Portfolio strategy–determine the investment strategy for achieving your goal.

*Day trading means buying and selling the same security on the same day. Due to day trading rules, you may only make up to one allocation change in a legal account per day. These restrictions are mandated by Regulation T of the Federal Reserve Board and FINRA Rules.