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Investment Plans
What are Investment Plans?
What are Investment Plans?
Liliana avatar
Written by Liliana
Updated over a week ago

Schedule recurring buys with Investment Plans. Automate your investing and asset allocation strategy by creating a custom Investment Plan. Choose up to 20 assets, set an investing frequency, and customize the weighting of each asset.

Choose a custom mix of assets

There are thousands of assets you can add to your investment plan—including stocks, ETFs, and crypto. Choose up to 20 assets based on your investing goals and risk tolerance.

Set your investing frequency

You decide how much and how often you want to invest in your plan. Grow your portfolio with daily, weekly, biweekly, or monthly contributions.

Decide how much you want to invest

Once you've chosen your assets and set your investing frequency, you can choose how much to invest. Evenly distribute funds, or create a custom allocation that supports your investing strategy.

How to create a recurring plan:

  1. Create multi-asset recurring buys with up to 20 different stocks, ETFs, or cryptocurrencies

  2. Select the amount and frequency you’d like to invest

  3. Adjust the funding allocation for each asset to meet your investing strategy

  4. Create your Investment Plan, automatically executing and scheduling your Investment Plan orders on your behalf

For further questions please contact our member support team via in-app chat or email at

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

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