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

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

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

We definitely understand that sometimes you need to update your monthly investment – and that is why we make it so easy to do so. To change your “Auto Invest” feature, all you have to do is simply log into your password-protected account and follow the instructions below.

1. Log into your private dashboard here
2. Select ‘Portfolio’ at the top
3. Navigate to ‘INVESTMENTS’
4. Scroll down and click the blue button ‘Active’
5. Modify the amount or any information you’d like
6. Make sure to click ‘UPDATE’ to confirm

Once this is set up, your future transactions will be invested via the payment method you choose for this feature.

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