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Objective (Accounts)

Smart Help Video: Account Setting - Objective

In this short video, you'll learn about how and why to assign objectives at the account level.

This setting allows you to add objectives such as aggressive or conservative to an account or group. You can use objectives to track and report clients' strategies or risk tolerances. As client needs change, objectives may also. This is why all previous objectives can be tracked.

Click Add Objective to add a new objective to an account or group. You can then establish the following settings for the new account objective: