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How do I manage my investment goals in WebBroker?
You can review the current balance and monitor the progress of your goal from the Manage Goals page.
Current Balance Amount
The current balance amount is the total value of all TD Direct Investing accounts that you've assigned to the goal as of the previous day's market close. All U.S. dollar account values are converted to Canadian dollars using the previous day's mid-market rate between 3 and 4 p.m. ET. The current balance amount does not include any amount held outside of your TD Direct Investing accounts that you may have included as part of the investment goal projection.
Delete a Goal
You can delete any goal by clicking on the Delete icon in the top right-hand corner of the investment goal summary. Any investment goals that you have yet to complete also appears on this summary page. You can complete your goal by clicking on the Continue button. You can change goal assumptions or inputs by clicking on the View Details button. Any investment goal that has reached its investment horizon will show up with a status of Complete. At any point you can add a new investment goal by clicking on the Add a Goal button on this page.
Good: More than 70% of the simulated or projected outcomes reached your target investment goal amount.
Needs Attention: Less than 70% of the simulated or projected outcomes reached your target investment goal amount.
Incomplete: Your goal has been started but not yet finished.
Complete: You've reached the time horizon associated with your goal.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.