To set up a recurring deposit in the TradeUP app, please follow these steps:
Go to Portfolio > Deposit > ACH Deposit, then select your Linked Bank Account.
Select Recurring Deposit.
Enter the recurring Deposit Amount and Frequency (Daily, Weekly, Bi-weekly, Monthly).
Select Submit to complete the setup.
Please note that recurring deposits will continue indefinitely until you manually cancel them.
Important Note for IRA accounts:
Recurring deposits/contributions will not automatically stop if they exceed the annual IRS contribution limit.
Still got questions? Contact TradeUP Customer Support by email at support@tradeup.com or reach out to us on Live Chat!