Custom Goals


Adding goals allows you to track the short-term and long-term goals that are important to you. Adding these goals also helps your financial professional help you get to where you need to be given what you have. Below we will review what goals you can add in your dashboard and how your dashboard calculates what you need and what you have to achieving your goal. You can add goals by clicking the button that says Goals in the left side menu bar. You can also add goals while in your Goals Dashboard. Watch the below video to learn how to add goals. Let’s now review how to add a custom goal.

Custom Goals

For any goals not defined in the above categories, you can add these goals as a custom goal. When you add a custom goal into your dashboard, name it something you will remember it by. When selecting the priority, your goal will be be ranked when presented to you in your Goals Dashboard. Enter the amount of funds you need for this special event and the date in which you want to fulfill the goal.


After pressing submit, your dashboard will show you a chart with a line that you can scroll over. As you scroll along the line, you are being shown the amount of funds you need to reach this custom goal. The idea is to have this amount of needed funds by the day of the custom goal. Once you have reviewed this chart you can start assigning accounts to the goal. This assignment will show what you have toward the need. You are able to see if you are off-track or on-track. By seeing the amount that you need versus the amount you have will help you and your adviser plan on how to help you reach your desired goal.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.