With Allio you have the ability to make one-time deposits into your portfolios as well as automated recurring deposits so that you can set it and forget it.
Prerequisites
Create at least one portfolio.
A connected bank account balance slightly higher than your recurring deposit amount available at the set time of the recurring deposit.
Enabling Recurring Deposits
Login to the Allio Capital app.
Tap on the
Investpage icon and then tapDetailsfor the portfolio that you want to enable recurring deposits for.Scroll down to the bottom of the portfolio
Detailspage and tap on the edit pencil in theContributionsbutton.
From the Adjust Contributions page Allio clients can make adjustments to the Calculate Potential tool. This tool is handy to see what kind of returns could be expected based on an average return, how many years invested, and how much will be added to the portfolio based on the recurring deposit intervals.
Below the Adjust Contributions tool are the options for your recurring deposits for this portfolio. Adjust them as you would like and you'll be all set!