DM Funds - Goal Groups: How to add Goal Groups for a fund

How to add Goal Groups for a fund

  1. Go to the Funds page by selecting Funds from the Navigator Bar or by selecting the Go to Funds page link listed on the Funds Card.
  2. Find and select the fund. See How to search for a fundSelect the fund for which you want to add the Goal Groups.
  3. Select the Goals tab.
  4. Select the Goal Groups action button in the upper right corner.
    • When the Goal Groups page displays, click the add action button.
    • Add the name of the group and click the save action button.


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