Set up recurring deposits  

Recurring deposits make it easy to automate how much money you’re putting into your account and how frequently you’re doing it. 

 

You choose the schedule and amount, we’ll take care of the rest. 

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Mobile 

  1. Navigate to the "Invest" tab of the app and pull-up the bar at the bottom of the screen. 

M1 Finance mobile account screen showing Invest tab

  1. Tap on "Deposit."

M1 Finance mobile account screen showing deposit button

  1. Tap on "Switch to a recurring transfer," then select a bank account, the amount, frequency and date(s). Then select "Schedule.” 

M1 Finance mobile account screen showing option to switch to a recurring transfer

  1. Review your inputs to make sure everything looks correct, then select "Confirm Schedule." 

M1 Finance mobile account screen showing option to confirm recurring transfer schedule

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Web 

  1. Click "Deposit" on the home screen. 

M1 Finance web account screen showing deposit button on Invest tab

  1. Click on "Switch to a recurring schedule."

M1 Finance web account screen showing switch to recurring schedule

  1. This button will navigate you to a screen to select your amount, frequency and day of the week for your recurring deposits.

M1 Finance web account screen showing recurring transfer details

  1. Click "Continue" and then "Confirm."

M1 Finance web account screen showing option to confirm recurring transfer schedule

 

All images are for illustrative purposes only. 

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