How are my existing investments affected by goals?

If you already have an investment open through 22seven, the balance of your investment won't be tied to a goal.

When you click on your investment account card on the ACCOUNTS tab, you'll notice a section called 'Goals tracked on this account' at the bottom of the screen. Below that, you'll see an 'UNALLOCATED' goal type. This holds all of the money you've already contributed to your investment in the past that isn't tied to a goal.

To withdraw these funds or make other changes to your investment, click on the options button (the three little dots) next to the UNALLOCATED goal type and a menu will pop up with various options.

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