To modify a goal, you must be logged in to your account from a web browser. Click on the ellipses on the top right side of any goal on the Summary page to get started editing or deleting a goal.
You can change the target amount for the goal on the Advice tab. There are no additional fees for multiple goals, and any user can have up to ten investment goals. Read more about how to use investment goals.
For closing joint accounts, SEP IRAs, or Retirement Goals using Tax Coordination, the closing process is more complicated. See instructions here.