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How to set up recurring deposits to my Illuminate account?

Updated over a month ago

Setting up automatic deposits is a simple way to consistently grow your investments without having to manually transfer funds each time.

Setting Up Auto-Deposits

  1. Navigate to the Profile tab in the bottom bar

  2. Select Fund My Account

  3. Enter where you wish to deposit (whether directly into an Illuminate Portfolio or your general account for self-directed investing), then enter the amount you wish to deposit and choose your preferred frequency

  4. Confirm your selection

Managing Your Automatic Deposits

To view or modify your active automatic deposits:

  1. Go to the Profile tab in the bottom bar

  2. Select Settings

  3. Tap Auto-Invest

  4. Here you can review all active automatic deposits

  5. To add a new automatic deposit, tap Update Auto-Invest

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