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.
Articles in this section
- 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?