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.
    Funds-Card_or_Navigate-to-Funds-Smaller.png
  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.
      Funds_AddGroupAction_AddGroupName.png

 

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