In the images below, we will walk you through the step-by-step process for finding and creating an Investment Plan. All images shown are for illustrative purposes only.
Exploring our marketplace of Plans
Getting started begins on your portfolio home screen or from an individual asset page.
On your portfolio page, the first bottom tab once you open your app, scroll down the screen to the Investment Plans section, passing Treasury Account. Tap on ‘Get started’ under Investment Plans.
Once on the Investment Plans marketplace, explore Plans ranging from core asset allocations to specific industry and thematic trends. Select a Plan that aligns with your goals, and customize it to suit your needs.
Once you find a Plan that you like, tap on the Plan to learn more about the Plan’s holdings and default allocation.
Once you are ready to purchase a Plan, tap the “Fund this plan” button. From here, you can choose the amount and frequency of your recurring purchase. If you select $100 and weekly, your plan will execute each week on the same day for a $100 total purchase. On this screen, you can also edit the Plan to meet your needs by removing symbols and adjusting the allocation.
You will then get to the final screen where you can review your Plan, including your frequency, start date, amount, and payment method before creating it.
After tapping ‘Confirm’, your Plan is officially created, and your first trade will execute on the next market day, or whatever date you selected.
Once your Plan is live, you will be able to see your Plan(s) under the ‘Investment Plan’ section of your Portfolio. When each trade is executed, you will also see the individual transactions in your order history.
Creating a fully custom Plan
Getting started begins on your portfolio home screen or from an individual asset page.
On your portfolio page, the first bottom tab once you open your app, scroll down the screen to the Investment Plans section, passing Treasury Account. Tap on ‘Get started’ under Investment Plans. Once on the Investment Plans marketplace, tap on the ‘Build your own’ button in the top right corner of the screen.
On asset pages for stocks, ETFs, and cryptos, you will also see the ‘Trade’ button. Tap on the ‘Trade’ button, and then tap on the ‘Recurring Buy’ button.
If this is your first time visiting Investment Plans, this will bring up a short overview of the feature. If you want to skip over this, tap the X on the top right.
You will then be able to add assets to your Plan. You can add stocks, ETFs, or cryptos by selecting from your Portfolio or Watchlist, or searching by the asset’s name or ticker.
After selecting your assets, you can then choose your Plan’s allocation.
After finalizing your allocation, you can choose the amount and frequency of your recurring purchase. If you select $100 and weekly, your plan will execute each week on the same day for a $100 total purchase. In the example above, if I have three symbols in my Plan, and I set Symbol 1 to 34%, Symbol 2 to 33%, and Symbol 3 to 33%, my Plan will allocate to $34 for Symbol 1, $33 to Symbol 2, and $33 to Symbol 3 each week.
You will then get to the final screen where you can review your Plan, including your frequency, start date, amount, and payment method before creating it. The only payment method available for Investment Plans is from your bank account - we do not offer debit or credit cards for this feature.
After tapping ‘Confirm’, your Plan is officially created, and your first trade will execute on the next market day, or whatever date you selected.
Once your Plan is live, you will be able to see your Plan(s) under the ‘Investment Plan’ section of your Portfolio. When each trade is executed, you will also see them in your order history, under completed.
Content is provided for informational purposes only, is neither investment advice nor an offer to sell nor a solicitation of an offer to buy any security. All investments involve risk, including the possible loss of capital. Brokerage services provided by Open to the Public Investing, Inc., a member of FINRA and SIPC. Cryptocurrency trading services are offered by Apex Crypto LLC (NMLS ID 1828849). See public.com/disclosures/investment-plans.