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How Do I Set up a Recurring Investment?

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

1. From the main menu, select Invest and the appropriate account
2. Select Recurring
3. Select an amount for your new investment
4. Confirm your new investment
5. Tap Save

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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