You are using an outdated/unsupported browser. Please upgrade your browser to improve your experience.

Support Center

How to setup recurring deposits (mobile)

Setting up recurring deposits takes only a minute, and it allows you to build your wealth automatically. Follow these steps to get started:

Step 1: Navigate to the "Funding" tab of the application


Step 2: Tap on "Schedules"


Step 3: Tap on "Create a Schedule"Screen_Shot_2017-12-01_at_12.09.51_AM.png

Step 4: Select the amount, date(s), and frequency. Then select "Next"Screen_Shot_2017-12-01_at_12.10.49_AM.png

Step 5: Review your inputs to make sure everything looks correct, then select "Confirm".Screen_Shot_2017-12-01_at_12.11.22_AM.png

After you've confirmed, you should be all set!

Have more questions? Submit a request