3. My Goals (4)
Yes. Other factors in our evaluation and goal setting process may lead to a different recommendation for a specific customer.
Category: 3. My Goals
Yes, when determining a recommended investment strategy for each goal, we look at the time horizon and dollar amount of the individual goal as well as your overall risk preferences.
Category: 3. My Goals
Yes, in your Dashboard you can add a new Goal. By selecting an existing Goal, and then going to the bottom of the settings view within that goal, you can make changes or delete the goal.
Category: 3. My Goals