Knowing about our new features is one thing but learning how to use them is another. That's why we've put together this guide to help you optimise your GoalsGetter experience.
Click on one of the following features to learn more:
- Multi-Factor Authentication & Password Change
- Switch your future contributions
- Choose which funds to redeem from
- Setting up a Joint Investment
- Link your children's investment to your GoalsGetter account
Multi-Factor Authentication (MFA) & Change Password
You can now enable multi-factor authentication (MFA) for your GoalsGetter account and we've also made it easier to change your password. Simply go to My Details.
To enable or disable MFA you can check or uncheck the box found here:
When you enable MFA you will be presented with a QR code. Go to your preferred authenticator app and add GoalsGetter using this QR code.
To change your password, stay on the My Details page and click on Change password.
Setting up a Joint Investment
The option to invite a secondary investor to your new investment will be offered at the end of your investment application:
Once you have submitted your secondary investor details we will email them an invitation which they will need to submit back to us.
After that, both you and the secondary investor will have access to view and make changes to your joint investment from your GoalsGetter dashboard.
Switch your future contributions
To switch your investment's future contributions go to your GoalsGetter dashboard, select the investment you would like to amend and click Edit:
Under the chart click on the Switch funds button.
Select the option to Allocate future contributions to a new fund and proceed with the choosing your new funds or changing the percentage weight allocated to existing funds.
Choosing which funds to redeem from
If you have invested in more than one fund you can now choose which fund to redeem from or just redeem across all.
To make a redemption go to your GoalsGetter dashboard, select the investment you would like to redeem from and click on the Make a Redemption button.
If you wish to redeem from a specific fund then select Partial as your redemption type and then click Yes to confirm you would like to choose a specific fund to redeem from and proceed to complete your request.
