How to Schedule a Recurring Investment

Stock/ETF Recurring Investment is a program that allows investors to contribute money to an investment account at regular intervals to be invested in a predetermined stock or ETF of your choosing.

Follow the tutorials to learn how to create a recurring investment schedule step by step!

Note: Please update your app to the latest version to get started!

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Step 1 Access

Webull currently allows investors to access recurring investments in three ways. Here's how to find them:

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Step 2 Create

Creating a recurring investment can help build your portfolio for the long term. You can create a recurring investment to two methods.

Create a recurring investment from your Webull account buying power

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Please note:

• Webull allows up to 5 recurring investment schedules simultaneously in different symbols.

Step 3 Modify

Want to modify the schedule? Tap “Modify” to update the investment amount, and you can only change it once a day.