How do I update auto-deposit?

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


Updating Frequency:

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.


Update Amount:

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. 




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