Add investment goals for my Neo Invest account?

After you apply for your Neo Invest account, you’ll be able to set financial goals.

• These goals can be anything you want: a new car, a downpayment on a house, or even funds for retirement
• Once a goal has been created, you can start depositing money into your account

You have the option of linking to an external bank account to transfer funds or transferring from your Neo Everyday account. Both options will initiate an Electronic Funds Transfer (EFT). 

Set up your investment goals

Neo app

1. Log in to the Neo app
2. In the Accounts tab, select Invest  
3. Scroll down to Goals and tap + Add Goal

Web

1. Log in to member.neofinancial.com and log in to your account
2. Click on Investments from the left-side menu
3. Scroll down to Goals and tap + Add Goal