How do I create a new goal?

In the Webull app go to Assets > Auto Investing.

If you do not have an existing smart portfolio or goal, select Goal Planning.

If you have an existing smart portfolio or goal, select the tab My Goal, then scroll down to the bottom, click on Explore more goals.

Choose a goal category, enter the target amount, investment frequency, investment amount, and choose an ETF or portfolio to invest in.

Once your goal is created, you can then add a funding method, either through Buying Power or PayTo.