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 the Yield account section, and Watchlist section. Tap on the Investing Plans tab under the Build your portfolio section.
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, as well as your payment method. 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, to do so tap the Edit allocation button in the top right corner.
Once you’ve selected the amount, frequency, payment method, and adjusted the allocation of your funds you can tap Next. 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
On your portfolio page, the first bottom tab once you open your app, scroll down the screen to the Investment Plans section, passing the Yield account section, and Watchlist section. Tap on the Investing Plans tab under the Build your portfolio section.
Once on the Investment Plans marketplace, tap on the Build Your Own button.
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 or brokerage 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 the individual transactions in your order history.
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 investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.