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How do I view or change the details of my investment goals in WebBroker?

The Goal Details projection tab provides you with an updated graphical view of your investment goal projection amount and the target investment goal amount where applicable.

On that tab you can change the target goal age, as well as the ongoing contribution and target goal amounts. Select Apply to see how those changes will impact your investment goal. Select the Reset button to revert to the amounts you previously saved or click Save Changes at the bottom of the page to save the new inputs.

To update any of the original answers that you provided for the investment goal, click on the Edit Goal button on the top right of the page. To see a summary of your inputs click on the Summary tab at the top of the projection graph, where you can further edit your investment goal.

See how your investment goal has performed historically by clicking on the Performance tab at the top of the projection graph.


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