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 Manage on the Recurring Investment tab
2. Enter your Recurring investment amount and select the Frequency
3. Click Select bank account
4. Select the linked bank account you would like to use and click Next
5. Review your recurring investment and click Confirm
Edit Recurring Investment
If you wish to edit the amount or frequency of your recurring investment, please follow the steps below.
1. Click Manage on the Recurring Investment tab
2. Click Edit investment
3. Enter your Recurring investment amount and select the Frequency
4. Click Select bank account
5. Select the linked bank account you would like to use and click Next
6. Review your recurring investment and click Confirm
Cancel Recurring Investment
If you wish to cancel your recurring investment, please follow the steps below.
1. Click Manage on the Recurring Investment tab
2. Click Cancel investment
3. Confirm the cancellation by clicking Yes I Am Sure