How do I set up recurring investments?
To set up recurring investments simply click on the Auto Invest button located on the vertical sidebar on the left side of your screen. This will take you to Step 1 of the investment process. Follow the 6-step process outlined below:
- Provide your details (name, address, SSN, etc.).
- Select the Form of Ownership (Individual, Joint, Entity or Trust)
- Input your Monthly Investment Amount (minimum is $500). Select Schedule Type, Date of the Month, and Start Date. Click Continue.
- Select your Funding Source and click Continue. You can either link your bank account or manually enter your banking account details.
- Check off the acknowledgments, sign at the bottom of the page and click Continue
- Review your information, sign and click Invest Now
Below is a video with steps on how to set up recurring investments: