How do I set up a Recurring Investment?

Article author
Alexander G.
  • Updated

Follow these steps to set up a recurring investment on a daily, weekly, or monthly basis:

For Mobile:

  1. After logging in to your account, tap 'Invest'
  2. Tap 'Recurring'
  3. Enter the desired amount, frequency, and date settings you would like to invest
  4. Tap 'Save'

For Web:

  1. After logging in to your account, click on 'Invest'
  2. Click on 'Recurring Investment'
  3. Enter the desired amount, frequency, and date settings you would like to invest
  4. Click on 'Update'

 

The recurring investment will take effect on the day it’s created, and on the same day of the week (for weekly investments) or the same day of the month (for monthly investments).

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