What assumptions are used in a client’s Retirement Goal and how can I adjust the assumptions?
What is a Retirement Goal?
Can I set up a Retirement Goal for multiple clients?
Is client data safe when syncing external accounts?
Can I sync an external account on behalf of my client?
Where can I review my client’s external accounts?

Can I set up a Retirement Goal for multiple clients?

The Retirement Goal can only be set up for an individual client. You can include external accounts - including a spouse’s accounts - within a single Retirement Goal.

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