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 'Recurring investment' on your dashboard.
Set Your Preferences: Choose your bond amount 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).