Skip to main content

What are Investment Plans?

Updated over 2 weeks ago

Automate your investing strategy with an Investment Plan. Choose from our marketplace of Plans based on your investing goals and risk tolerance, create your own custom mix of assets, or use the investment plan recommendation feature. Personalize any Plan to meet your needs. Then, set an investing frequency, and contribute to your Plan on a recurring basis.

Customize your Plan

Build your own unique Plan by choosing up to 20 different assets, including stocks, ETFs and cryptocurrency. Or, explore our marketplace of Plans made up of stocks and ETFs, ranging from different core asset allocations to specific industry and thematic trends. You also have the option of using the investment plan recommendation feature to help guide you to create a plan tailored to your needs. Choose a Plan that’s right for you and customize it to meet your investment needs.

Automate your investments

You decide how much and how often you want to invest in your Investment Plan. Choose between daily, weekly, biweekly, or monthly frequencies.

How to create a Plan:

  1. Select a custom mix of assets to start your recurring buy or choose a Plan from our marketplace

  2. Edit the Plan to meet your investing strategy by adjusting assets and allocations

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

  4. Create your Plan, automatically executing and scheduling your orders

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

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 execution and custody services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1828849) through a software licensing agreement between Bakkt Crypto Solutions, LLC and Public Crypto LLC. Bakkt Crypto Solutions, LLC is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. For more information, see Legal Disclosures, Bakkt. See public.com/disclosures/investment-plans.

Did this answer your question?