When I transfer some money in Fidelity from my bank account, can I categorize it? Say I put 40k and categorize it as “for new car”, and invest in my usual set of stocks/funds. I keep monitoring that chunk of investment till it hits say 50k, and then I liquidate it to buy that car. I don’t want to automate liquidating the investment. I just want categories that I can keep observing.
Create goals and assign accounts to those goals
Can you do this in Merrill too?
Is your company a client of fidelity?
Yes you can
How?
https://digital.fidelity.com/prgw/digital/goal-booster/