An account holder can set up a recurring investment for their IRA account, which will continue until the annual contribution limit for the year is reached but will automatically renew for the following year.
You can set up or modify a recurring investment anytime on the website or mobile app:
Website
- Sign in to your account via the website
- Click “Recurring Investments” in the Manage section on the left side of your dashboard
- Select “New Recurring Investment”
- Click "Create"
- Fill in the required information on the screen and click Continue
- Click the Place My Order button
On the Mobile App:
- Sign in to your account via the mobile app
- Tap "Move Money" or “Manage” at the bottom of page
- Tap "Recurring Investment"
- Tap “Set Up”
- Enter the details of the recurring investment and click “Preview”
- Click “Schedule this Recurring Investment”
Please remember that you are responsible for monitoring any other IRAs you may have with other financial institutions as your annual IRS contribution limit applies across all your IRAs. We recommend researching your personal tax situation or consulting with a tax advisor before making any potential rollover transactions, as we cannot provide tax advice.
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