When you create your Plenty account, we’ll walk you through the process for setting up your Goals.

After you’ve created your Plenty account, you can create a new one from your Investments page. Head to the “Available goals” section to select which goal you would like to add, and you’ll be guided through the setup process.

You can also begin this process from your Dashboard, by clicking “+” under the “Accounts” section, and then selecting “Create a goal.”