How do I delete a goal? (SG)

You may delete a goal (without closing your entire Endowus account) by following these steps:

  1. Redeem the entire investment portfolio for the Goal: You can do this via Invest | Redeem | Transfer > Redeem > Select Goal > Select Account(s) > Check the box for full redemption

  2. Once the full redemption has completed, you may go to the Goal's dashboard > Manage Goal (top right-hand corner) > Select Delete Goal

Please note that you can only delete a goal:

  • If there are other remaining goals on your account – if you only have one existing goal, you will not be able to delete that one until you create another goal;
  • That does not have any pending and/or processing transactions; and
  • That does not have any investment value.

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