How to Schedule a Recurring Investment

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

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!

Step 1 Access

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

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

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.

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All investments involve risks and are not suitable for every investor. The value of securities may fluctuate and as a result, clients may lose more than their original investment. No content should be construed as investment advice or recommendation, or an offer or solicitation, to deal in any investment product.
Lesson List
1
How to use Replay
2
Desktop - Chart Indicators Settings
3
Create Your Own Watchlist​
4
How to Exchange Currency
5
Recurring Investment
6
How To Fund Your Options Account
7
Dynamic Recurring Investments
8
Activate Your Global Futures Trading Account
9
How To Enable Options Trading
10
Equities Cash vs Options Cash
11
Activate Your China Trading Account
12
Welcome to Webull Desktop
13
How Do I Open a Brokerage Account?​
How to Schedule a Recurring Investment
15
Activate Your Hong Kong Trading Account
16
How to Place a Trade​