How to's

How to use Goalwise

Additional Articles in How to's

  • Add a goal How to select which goal to invest in You can select the goal that best aligns to the purpose of your investment. It can be for your...
  • Lumpsum/One-time investment Once your Goalwise account has been activated, you can make lumpsum investments towards your goals at any time. A lot of users have...
  • Redeem/Withdraw investments Completed your goal? Or maybe you need to dip into your Emergency Fund? Whatever the reason, here's how you can redeem the investments...
  • Edit goal name Name your Retirement goal "Old Age". Add your child's name to your various Children goals (no one has just one!). Call your Wealth goal...
  • Choose your own funds Looking to invest in a particular fund that's not in our recommendations? Or perhaps you don't like our recommendations at all? Here's...