Our Investor Goals feature enables you to invest with a defined goal in mind so that you can track towards achieving the desired outcome, such as saving for a large purchase or retirement. The feature is expected to give you a sense of how your portfolio could grow over time through continued investment, appreciation, and dividend/distribution income.
Once a goal is set, our goals tracker will monitor whether your goal is on-track, needs attention, or is off-track and can guide you toward suggested actions to take to help you meet your goal. You can set any goal you’d like to achieve, so long as it is over a time period of five years or longer.
Keep in mind, Investor Goals is a hypothetical guide for investors and not a guarantee for achieving the desired outcome in a defined period of time.
