How to add Goal Groups for a fund
- 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.
- Find and select the fund. See How to search for a fund. Select the fund for which you want to add the Goal Groups.
- Select the Goals tab.
- 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.