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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—

For mobile users:
1. From the main menu, select Invest
2. Select Recurring
3. Select an amount for your new investment
4. Confirm your new investment
5. Tap Set Investment

For web users:
1. From the menu bar, select Invest
2. From the Recurring Investment section, select an amount for your new investment
3. Enter and confirm your recurring investment
4. Select when you would like your new investment to come out

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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