To update auto-deposit, click ‘Edit’ next to the auto deposit information
Or click this link to go straight to this page after logging in: Update Auto Deposit
Choose a new frequency from the drop-down menu and click ‘Update’
When you update the frequency, your current and recommended auto-deposit amounts will also adjust to your new frequency.
Click on the Milestone you want to change the amount for
Simply enter how much you'd like your auto-deposit to be ($1 minimum, $50,000 maximum, or enter $0 to pause).
Click Update Auto Deposit
Weekly auto-deposits initiate every Monday, monthly auto-deposits initiate the first calendar day of each month, and quarterly auto-deposits initiate the first calendar day of each calendar quarter (i.e. January, April, July, and October).
For update/pause requests to go into effect with our broker-dealer, they must be requested at least one day prior to the next scheduled deposit date.