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What is the goal planning feature in WebBroker?

The goal planning feature in WebBroker helps you establish a personalized strategic investment plan to target your goals.

Go to the Goals tab in WebBroker. In four steps, you can create a plan of your own and view a projection of how your plan could be fulfilled over time (see our methodology in WebBroker). You can adjust that projection by changing some of the criteria, such as your regular contributions and timetable.


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