The Investment Objective is a field that you can use on an account to keep track of the account’s overall objective. The available objectives are chosen from a list that your firm defines in List Maintenance.

Once these are defined, you can assign the investment objective to an account on the Manage Clients > Overview Tab of an account.

Defining a New Investment Objective

1. Navigate to Run Business > Firm Profile > List Maintenance.
2. Click Investment Objective in the Lists menu.
3. Click + Add.
4. Enter a Value. This is the text that will appear as the Investment Objective itself.
5. Enter a Description if desired. This is an internal note to further explain the use of this particular entry.
6. Click to save your changes.

Repeat Steps 3-6 for any other Investment Objectives you need to define.

Setting a Default Investment Objective

You can set one of the Investment Objectives as the Firm Default. This will present it at the top of the selection list whenever you are choosing the Investment Objective for an account.

Click the More menu and select Mark as Firm Default to enable.

Repeat this process if needed to set a different default or remove the existing default.

Editing Investment Objectives

If you need to make changes to the text of an Investment Objective or remove one from use, use the More menu and select Update or Disable as needed.

Note that the Investment Objective list comes with five predefined list items. These items can be edited but not disabled. If you require less than five Investment Objectives, rename the remaining to indicate they should not be used.