You can adjust your auto invest in the app or on the web.

To adjust auto invest on the app:

To change the amount:

1. Go to Recurring Transactions (tab on iOS, menu item on Android).
2. Select Auto Invest.
3. Choose your portfolio.  
4. Tap the investment you want to change.
5. Enter the amount you want to set.
6. Select Save to confirm your change.

To change the frequency

1. Go to Recurring Transactions (tab on iOS, menu item on Android).
2. Select Set Schedule.
3. Choose your portfolio.  
4. Under Frequency, tap the drop-down menu to adjust how often your auto invest will be triggered.

You’ll remain on the auto invest management screen once you’ve made your changes. To adjust more than one auto invest setting, simply repeat the process.

To adjust auto invest on the web:

1. Log in to your account and navigate to Recurring Transactions under the Save section and click See All.
2. Select Set Schedule and variable you’d like to change (frequency, amount, etc.) and make the appropriate adjustment(s).
3. Scroll down and click Save.