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Can I set up a recurring purchase for Managed Portfolio?

Yanmo avatar
Written by Yanmo
Updated over a week ago

Yes, you can set up a recurring purchase on your Managed Portfolio.

To do this:

  • Click ‘Managed Portfolio’ on the app homepage.

  • Select the ‘auto-invest’ banner.

  • Proceed to input the amount you wish to invest monthly.

  • Select the date you want to be debited and the payment source. Review the auto-invest details.

  • Click ‘Confirm’ to complete your auto-invest process.

Your order will be sent and you will be able to see this in your portfolio within 2 business days.

Please note that you can top up your investment as often as desired.

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