How to Schedule a Recurring Investment

Stock/ETF Recurring Investment is a program that allows investors to contribute money to an investment account at regular intervals to be invested in a predetermined stock or ETF of your choosing. Tap here to learn the FAQs about the recurring investment schedule.

Follow the tutorials to learn how to create a recurring investment schedule step by step!

Note: Please update your app to the latest version to get started!

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Step 1 Access

Webull currently allows investors to access recurring investments in three ways. Here's how to find them:

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Step 2 Create

Creating a recurring investment can help build your portfolio for the long term. You can create a recurring investment to two methods.

Create a recurring investment from your Webull account buying power

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Create a recurring investment from your bank account

If you want to create a recurring investment plan from your bank account, please link a bank account with ACH first before creating the recurring investment plan.

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Please note:

• The deposit will be initiated 3 days prior to the recurring investment date for the deposit to be available for use on the recurring investment schedule. If you terminate the recurring investment plan, the funds will be terminated simultaneously.
• Webull allows up to 5 recurring investment schedules simultaneously in different symbols.

Step 3 Modify

Want to modify the schedule? Tap “Modify” to update the investment amount, and you can only change it once a day.

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