emperor investments This is a topic that many people are looking for. thetruthaboutdow.org is a channel providing useful information about learning, life, digital marketing and online courses …. it will help you have an overview and solid multi-faceted knowledge . Today, thetruthaboutdow.org would like to introduce to you Creating a Goal on Emperor s Platform. Following along are instructions in the video below:
“My name is oggy and i m on the product team here at m. Investments investments and today. I wanted to walk you through how to create a goal on online platform. Now what s so important about creating a goal in general is it helps you visualize.
What you re saving and investing for and really helps you put meaning behind your money on the emporer platform. What s important about creating a goal is that it really gets you access to your tailor. Made investment portfolio. Otherwise our platform and services are kind of isla stew you so we definitely recommend creating a goal whether you want to create a swim savings goal or you want to create just one retirement goal or you want to create an unlimited number of goals emporer supports all of those functionalities now before i begin the walkthrough.
I wanted to draw your attention to these three tabs here these tabs represent the accounts that emporer currently supports opening online. There are other options. If you want to email us at support a ton per invest com. What s important about these tabs is that goals are created under accounts on the emporer platform.
So let s say i wanted to create a retirement goal. I would likely want to create it under a traditional or a roth ira account to get the benefits of those accounts..
As you can see during the creation of this test account. I only opened an individual account. So i ll get a message saying you have not opened this account type. Yet click here to open one now.
But let s leave opening account to another video and just proceed with creating a goal so there are two ways i can create a goal. If i have no goals. And this is my first time logging in i ll see this banner here where i can click create a goal or i can always create a goal by clicking here we ll click here this is the first page of goal creation on this page you ll tell us a little bit more about your goal. We ll enter a goal name.
Let s say we want to save for retirement. A goal target amount. We want a million dollars to retire you re on you ll select the account type now this will show all of the accounts you have opened. But since we only have an individual opened it s the only option for us right now you ll also select how many years you want to achieve your goal.
So i will select in 30 years. This is where you ll choose a risk level for your portfolio during signup..
I recommended a growth portfolio so i will only be able to go down one level by myself or if i were recommended a lower risk portfolio. I d be able to go up one if you want to go further than that then you will have to email us at support a temper and rest calm and we can make that happen for you i ll just leave. The recommendation as is i ll also be able to select whether i want to reinvest my dividends or receive them as cash in my account. I want to reinvest them.
Because there are so many advantages of doing so so i m going to continue on this page will summarize. What what goal you re creating and this is the portfolio you ll get based on your goal. Details. And your answers to our questionnaire.
During the signup process. So you can review those and if you like what you see you can complete your goal your goal has now been created and the next step is to link your bank accounts. So you can fund your goal and start investing so i will link my bank. There are two ways you can link your bank if you do online banking you can click the find your bank button which will open plaid which lets you select your bank and login with your online banking details now as you saw here this whole process is secured in private and is managed by plot so emperor doesn t store any of your banking information or have access to it so we ll go to chase and i ll just enter my fake credentials now i ll select the account from my bank that i d like to link now these are just test accounts so i ll select the platt gold standard.
And i ll select link bank. So my bank link is now successful and the next step is to add funds to the goal..
We just created in this final step you ll select. Which bank account you want to fund your goal with and which goal. You want to fund in our situation. We only have one of each so both will be pre populated this section.
Here shows the details of the goal. You selected into the goal value right now is blank. Because this is our first time funding. But if this goal were already funded and invested the goal value would reflect the amount of money that s in the goal under since this is our first time.
Funding we ll select an initial. Contribution let s say i have 20000. I want to invest and i want to invest that today. But i also want to set up a recurring contribution plan.
So i can choose between none weekly bi weekly monthly or annually. I ll just leave it with the monthly for now and we ll select a recurring contribution of let s say 1000..
Every month and that ll automatically come out of my account in the frequency. So monthly and we can select a starting date for that so maybe i don t want to start today. But i wanted to happen every friday let s say it aligns with my pay date. And i ll submit that and there you go your goal has been created and a fund has been scheduled for may 16th.
Now you might notice that i selected may 15th. But because i m creating this after the markets are already closed. We re not going to be able to buy any stocks in your portfolio. Until the next day.
And so we can close this now and as you can see this is your retirement goal page pretty blank right now because we don t have any performance data and we haven t invested your money yet. But everything you need to know about your goal will be housed here that s all for this video on behalf of the unpro team thank you for ” ..
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