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

Support Center

How to setup recurring funding (desktop)

Setting up recurring funding 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"link in the main menu of the application

 

16B_RecurringFunding_Screens_web1.png

Step 2: Click on the "Schedules" navigation item

 

16B_RecurringFunding_Screens_web2.png

 

Step 3: Click on the "Schedule Deposit" button

 

16B_RecurringFunding_Screens_web3.png

Step 4: Set the amount, date(s), and frequency. Then select "Schedule Transfer".

 

16B_RecurringFunding_Screens_web6.png

 

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

Have more questions? Submit a request