Goals · Investall Pro
Give every goal its own plan.
Saving for a trip, a home or retirement? Create a goal, choose how it's funded, and automate the deposits. Goals are part of Investall Pro.
Two kinds of goals
Short term or long term
Short-term goals
Start from $5. Set money aside as cash, or add a recurring buy of a stock you choose. Good for nearer plans like a trip or a large purchase.
Long-term goals
Start from $500. Pick an investment strategy for the goal, for longer horizons like a home or retirement.
20 goal types
Choose what you're saving for, from travel and education to buying a home or retirement, so each goal is easy to track.
In the app
See it in the app
Pick a goal type and what you're saving for, turn on automations, review, and activate.
investall.ai/app/account/goals
Automations
Put a goal on autopilot
You can have one goal at a time. Short-term goals can run optional automations. Round-ups can't be combined with recurring deposits or recurring buys.
- Recurring deposit: move a set amount from your bank on the 1st of each month.
- Recurring buy: invest in a stock you choose on the same schedule.
- Round-ups: purchases on a checking account linked through Plaid are rounded up to the next dollar (credit cards aren't included). The spare change is collected by ACH once a week, usually on Monday, in amounts between $5 and $100. Weeks under $5 roll into the next week, and you can turn round-ups off at any time.
Risks
Money in an invested goal can lose value, including money you need soon. Investall doesn't guarantee that you will reach a goal.
Ready to get started?
Investall, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Brokerage services are provided by Alpaca Securities LLC, member FINRA/SIPC. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Nothing on this page is a recommendation to buy or sell any security. See our disclosures.