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
Log in to the Neo app
In the Accounts tab, select Invest accounts
Scroll down to Goals and tap + Add Goal
Web
Log in to member.neofinancial.com and log in to your account
Click on Investments from the left-side menu
Scroll down to Goals and tap + Add Goal
⭐️ Want another perspective? Ask our Neo Community
Post questions, find answers, and connect with community experts.
Reach out for support
Start a chat with our virtual assistant or live Specialist.