Recurring investments will have a minimum of $50. If you would like to set up, change or cancel your recurring investments, you can do so from the Investor Dashboard.
Set up Recurring Investment
Many Members find recurring investments a helpful feature to grow their investment position over time. To set up your recurring investment, please follow the steps below.
1. Click the "Recurring" tab on your investor dashboard
2. Enter your recurring investment amount and select the Frequency
3. Click Next
4. Select the linked bank account you would like to use and click Next
5. Review your recurring investment and click Finalize
Edit Recurring Investment
If you wish to edit the amount or frequency of your recurring investment, please follow the steps below.
1. Click the "Recurring" tab on your investor dashboard
2. Click Update
3. Enter your recurring investment amount and select the Frequency
4. Click Next
5. Select the linked bank account you would like to use and click Finalize
Cancel Recurring Investment
If you wish to cancel your recurring investment, please follow the steps below.
1. Click the "Recurring" tab on your investor dashboard
2. Click Update
3. Click Cancel recurring investment
3. Confirm the cancellation by clicking Cancel recurring investment