How do I delete an investment goal? (HK)

You can 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 by selecting the goal on the left hand panel> Select Manage goal > Select Redeem > Select Redeem all
  2. After the entire investment value for the Goal has been redeemed, you go back to the dashboard and select the goal on the left hand panel> Select Manage goal > Select Delete Goal

Please note that you can only delete goals which do not have any pending and/or processing transactions, and do not have any investment value.




Articles in this section