What are Milestones?

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Milestones are a celebration of the small steps on your financial wellness journey that can add up long-term. Earn points to achieve new levels as you grow your oak! These milestones celebrate your achievements and help you move toward long-term financial wellness. 


In order to view the Milestones, please take the following steps from your mobile device:

  1. After logging in to your account, tap the menu icon (avatar) in the upper left corner of the screen
  2. Tap 'Milestones'

Here, you will be able to view the different Milestones that are available for Invest, Checking, Later, Early, and Earn. Clicking on a Milestone in each category will pull up the specific details on how to reach that Milestone. Please note: Milestones are a way to track your investor progress, there is no monetary value to the points earned from milestones. 


If you have any additional questions about Milestones, please click here to contact our support team.

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