PAYMENT METHOD

I set up my “Auto Invest” feature, but I want to change the payment method. How can I do this?

Not to worry; you can modify the payment method for this feature at any time. You can do so by following the instructions below: 1. Log into your private dashboard here 2. Navigate to ‘Portfolio’ at the top 3. Navigate to ‘INVESTMENTS’ 4. Scroll to the bottom where you see the button ‘Active’ or ’Enable’ 5. Click the pencil icon 6. Set a payment method for this feature. Once this is set up, your future transactions will be invested via the payment method you choose for this feature.

August 15th, 2023|