Recurring investments

Is there a feature which will automatically schedule bond purchases for me?

Madison Hord avatar
Written by Madison Hord
Updated over a week ago

Our 'Recurring investments' feature is just one of many ways Worthy can help you practice good financial hygiene. By scheduling recurring bond investments, you can tailor your bond purchases to meet your budget needs, with as little as $10 invested weekly, bi-weekly or even monthly. Ready to start investing?

To use this feature:

  1. Scroll down to the 'Recurring investments' widget or click on the icon with a calendar and egg (if on mobile)

  2. Select your amount of bonds and investment preferences

    1. You may customize your investment frequency, day of the week or month, and number of bonds to be purchased here

    2. Once you've selected your investment amount and frequency, select 'Continue'

  3. Select your recurring investment start-date

    1. You can select the day you want to start your recurring investments

      1. Note: If you select today's date, you will make your first recurring investment at the time of confirmation

    2. Once you’ve selected your start date s and ticked the box agreeing to our terms, click the 'Schedule bond investments' button.

  4. You’re all set! From here, you may toggle the feature on or off for a particular offering and edit your investment preferences.

Please note that for now, due to SEC regulations, non-accredited users need to authorize scheduled bond purchases, and you will be notified when it’s time to approve them.

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