adding a goal to a current 22seven investment


How am I able to add a goal to an existing 22seven investment. for example I have my goal of saving for a car but I would like this linked to my investment. 



1 comment
  • Hi Sean,

    Thank you for getting in touch :)

    To add a goal to an investment choose your investment from the accounts page, click the 3 dots on the account summary and select "Create a new goal". Make sure you select the investment type that you are wanting to add this goal into. Once you have finished setting up the goal this will be added to the relevant investment you chose.

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