How can I enable the “Auto Invest” feature in my account?
After creating your initial investment, you can contribute to your investment monthly by enabling our "Auto Invest" feature. This allows you to create automated transactions via ACH for the amount and date of the month you prefer. 1. Log in to your account 2. Select the option ‘Portfolio’ 3. Choose ‘TRANSACTIONS’ 4. At the bottom right side of the screen, you will see the option “Enable”. Click on that button and you will be able to choose the amount you want to invest monthly. 5. A key step in this process is to click the pencil icon to set a ...
How can I invest monthly/quarterly/weekly?
Once you make your initial investment, you can invest as little as $50 monthly. Click here for complete instructions on how to do it.
Can I invest if I live in Washington?
Unfortunately no. The state of Washington has rules and regulations that make it difficult for investors in that state to invest. We are looking to have this as an option for Washington residents very soon.
Can Canadian citizens invest?
Unfortunately, due to rules and regulations within the country, the fund is unavailable at this time. We hope to have this fund available shortly for Canadians.
How can I invest monthly/quarterly/weekly?
Once you make your initial investment, you can invest as little as $50 monthly. This is set on the platform, and you can change it anytime. Click here for complete instructions on how to do it.
Can I invest in this fund if I’m not a US citizen?
Yes, we accept international investors. For non-US citizens, the minimum amount is $5,000. If you have a US SSN, you should be able to invest the minimum amount of $500. You can review this information on page 9 of our offering circular. Please feel free to contact our customer support team at support@caltier.fund if you have any further questions.

