Set up a Recurring Order

  1. Select the green Trade icon

  2. Choose which asset you'd like to buy

  3. Enter the amount and funding account

  4. Toggle Recurring Investments on

  5. Choose your frequency (daily, weekly, bi-weekly, monthly)

  6. Review and select Submit Recurring Order

Crypto

You may place the following recurring buy orders for crypto:

  • Every Day - Monday through Sunday

  • Every Week - Monday through Sunday

  • Every Two Weeks - Monday through Sunday

  • Every Month - 1st through 28th

Note: Crypto markets operate 24/7/365 so you may place an order on any day of the week.

Stocks & ETFs

You may place the following recurring buy orders for stocks & ETFs:

  • Every Market Day - Monday through Friday

  • Every Week - Monday through Friday

  • Every Two Weeks - Monday through Friday

  • Every Month - 1st through 28th

Note: Unlike crypto recurring buys, you may not place orders on Saturdays and Sundays. Daily orders that fall on a public holiday will be skipped. All other recurring orders will be processed the next market day.

Cancel a Recurring Order

  • Navigate to Portfolio > Select Recurring Orders

  • Select the recurring order you'd like to cancel

  • Select Cancel Recurring Order

  • Select Yes

If you selected a recurring order for a date in the future, you'll be able to cancel it until 9:30 AM ET on the day your order is scheduled.

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