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Support Center

How to set up recurring deposits (desktop)

Setting up recurring deposits takes only a minute, and it allows you to build your wealth automatically. Check out our short video to learn more, or follow the steps below.


Follow these steps to get started:

Step 1: Navigate to the "Funding"link in the main menu of the application



Step 2: Click on the "Schedules" navigation item




Step 3: Click on the "Schedule Deposit" button



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




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

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