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Changing Goals for multiple assets

edited September 2013 in Advisor
If i want to change goals for 4-5 mutual funds, the only way is to change each goal individually.
Is there a way that we can select all assets together and change their goals in one go.

This is very important as goals are achieved, the funds are to assigned for new goals and changing each individually is tedious.


  • Currently, this feature is not available. We will forward your request to our product team. Thank you for your feedback and suggestion.
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