Creating goals in pre-existing investment/savings accounts

Good Evening! 

I would love to be able to create goals for accounts that I already have open, instead of having to open a new Old Mutual account through the app. For example, I have a savings account open with FNB for my son, which I contribute to monthly for future education costs. I also have two retirement annuity accounts with Old Mutual which I already contribute to. I would love to be able to set up goals that reflect the savings and investments that I'm already involved in, instead of having to open new accounts through the app to gain the benefits of having my goals set up. 

Is this a functionality that I can look forward to using in the near future?




1 comment
  • Official comment

    Good evening Caroline!

    Currently we only support Old Mutual investment accounts through Goals. I shall pass your suggestion over to the team.

    All the best,

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