Can I set up a recurring investment?
Setting up a recurring deposit is a great way to grow your investments without having to think about making additional deposits! To set up a recurring deposit reach out to our team at firstname.lastname@example.org to let us know the amount and frequency you would like, and we will work with you to add your recurring deposit to your account. Once your recurring deposit is set up, our system with automatically transfer your funds from your linked bank account to your investment or retirement account for you, allowing your investments to seamlessly grow over time.
If you ever need to adjust your recurring deposit, just let us know, and we’ll be happy to help!