A recurring investment is a feature that allows you to automatically schedule bond purchases at a time and value that works for you. You choose the dollar amount and the frequency, and we handle the rest.
Minimum: Start with as little as $10.
Frequency: Weekly, bi-weekly, or monthly.
Flexibility: Turn the feature on or off whenever you need.
How to set it up:
Find the Widget: Scroll to Activate recurring on your dashboard.
Set Your Preferences: Choose your purchase amount from the desired offering and how often you want to invest.
Select a Start Date: Pick the day you want your first investment to trigger (Selecting today will process your first purchase immediately).
Confirm: Tick the terms box and click 'Schedule bond investments.'
How approval works:
On your scheduled date, we’ll send you an email. You must approve the purchase via that email or in the app to start the bank transfer (ACH). Once approved, the bond(s) are issued to you when the final transfer clears (which can take up to five days).
Need a Break? We offer an easy way to turn on and off your recurring purchases:
You can pause and activate these features at any time! It’s as simple as clicking the toggle switch within each feature to 'Off' for both Roundups and Recurring investments. Both features can be turned off at any time and turned back on without issue.
Have more questions about Recurring investments? Our customer support team is happy to help!