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Support Center

Recurring Deposits

Setting up recurring deposits takes only a minute, and it allows you to build your wealth automatically.

Follow these steps to get started:


On Mobile:

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



Step 2: Tap on "Deposit"


Step 3: Tap on "Set a schedule," then select the amount, date(s), and frequency. Then select "Next"


Step 4: Review your inputs to make sure everything looks correct, then select "Confirm".

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




On Web:

Step 1: Click on the "Deposit" button on the main screen.


Alternate: Navigate to the "Funding" link in the Invest menu of the application. Click on the "Deposit" button.


Step 2: Click on the "Set a schedule" button. Select your amount, frequency and day of the week.


Step 3: Click "Continue" and then "Confirm."

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




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