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How do I pause/edit/stop my Investment Plan?

Updated over 3 weeks ago

You can pause or stop your investment from your Plan’s management screen.

To get there, tap on the Plan you want to pause or stop in your Plans section of your portfolio.

From your Plan’s management screen, you will see a button labeled Manage. Tap on that and you will see the options to edit your plans name, payment method, funding source and frequency, and assets and allocation. There are two buttons as well labeled Cancel Plan and Pause Plan.

Pause this plan will pause your plan indefinitely until you choose to turn it back on.

Cancel plan will delete your plan, and you will not be able to turn it back on in the future.

If you wish to turn it back on in the future, you will need to create an entirely new plan.

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

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