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How can I access an investment plan recommendation?
How can I access an investment plan recommendation?
Updated over a week ago

If you would like to access an investment plan recommendation, you can by following the instructions below:

In the Public App:

  • Click the ‘Trade’ button at the center bottom of your app

  • Select ‘Investment Plans’

  • At the top of the investment plan hub, click ‘Get a recommendation”

On our website:

  • On the left-hand side of your screen, select ‘Investment Plans’

  • To the right of the investment plan hub, click ‘Get a recommendation”

For additional details, please see our Investment Recommendations Disclosure. For more details or further questions, please contact our member support team via in-app chat or email at support@public.com.

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