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1Scan for outdated or missing drivers - takes under a minute2Repair Windows errors before they cause bigger problems3Fix the driver behind crashes, sound loss and screen glitchesTo automate investing through a brokerage account, set up a recurring purchase for an eligible investment, choose whether it will use brokerage cash or pull from a linked bank account, select an amount and schedule, then review and confirm the instruction. Check your broker’s funding timing, order handling, and cancellation rules first: a recurring order schedules a transaction, but it does not guarantee a particular price or a profit.
Before you set up a recurring investment
Automatic investing usually involves two linked tasks: making funds available and scheduling a purchase. Some brokers can draw money from a linked bank account as part of the recurring instruction. Others may require cash to be in the brokerage account already, or may let you choose either method. If you need to make a separate deposit, schedule it early enough to arrive before the investment date.
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Confirm that both your account and the investment are eligible. Available assets, account types, minimums, schedule choices, and order handling vary by provider. A stock or ETF recurring purchase may also work differently from a mutual fund purchase. Review the broker’s current terms rather than assuming that a feature shown for one account applies to yours.
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Set up the recurring purchase
- Open your broker’s recurring-investment feature. Sign in to the brokerage website or app and look for a label such as “Recurring investments” or “Automatic investments.” Menu names and locations vary.
- Choose the account. Select the brokerage account or other eligible account where the purchase should be made. If it is an IRA or another tax-advantaged account, check your contribution eligibility and applicable limits separately; an automated purchase does not determine whether a contribution is allowed.
- Select the investment. Choose an eligible stock, ETF, mutual fund, basket, or portfolio offered by your provider. Check the investment’s own minimums as well as any limits imposed by the brokerage.
- Choose the funding source. Select available brokerage cash or a linked bank account if the broker supports direct bank funding for recurring purchases. If you are scheduling a separate deposit, allow time for it to reach the account before the purchase is due.
- Enter the amount and schedule. Set the amount, frequency, and date offered by the broker. Confirm the amount is within the provider’s plan limits and meets any investment-specific minimum. Don’t assume another broker offers the same intervals or dates.
- Review and confirm. Check the account, investment, amount, funding source, and schedule on the confirmation screen. Read the order-pricing and non-trading-day details before submitting.
- Check the first scheduled transaction. After the first date, review the plan and account activity to confirm the instruction is active and the purchase appears as expected. Find the controls to edit, pause, or cancel the plan, and note any funding lead time or cancellation cutoff.
How recurring investing works at selected brokers
These examples show how provider features differ; they are not universal brokerage rules. The linked provider pages describe their own services, and availability or interface details can change.
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| Provider | Examples of eligible investments and accounts | Funding and schedule details |
|---|---|---|
| Fidelity | Stocks, ETFs, mutual funds, and Fidelity Basket Portfolios. The feature page lists brokerage and cash management accounts, traditional, rollover, and Roth IRAs, HSAs, and other account types. | Funding can come from a core cash position or linked bank account. The page lists plan amounts of $1–$100,000 for stocks, ETFs, and baskets, and $10–$100,000 for mutual funds; fund-specific minimums may also apply. Fidelity says plans can be changed or canceled. |
| J.P. Morgan Self-Directed Investing (Chase) | Eligible stocks, ETFs, and mutual funds. | The FAQ describes funding from cash in the investment account or an internal or external bank account. It says external-bank funds are withdrawn one business day before each trade date. Confirm current cutoff and eligibility rules in your account. |
| Webull | Stocks, ETFs, or Wefolios, with supported account types listed on its help page. | The help page describes choosing a target, finding the recurring-investment control in the app, following prompts, and confirming an interval. App labels and availability may change. |
| Interactive Brokers | The feature page describes automatic investing according to a predetermined strategy. | The page establishes that recurring investing is offered, but does not specify detailed eligibility or setup steps. |
Fidelity’s listed dollar limits are provider-specific amounts shown on its feature page as accessed October 4, 2026, and may change. They are not general brokerage minimums. Fidelity’s Learn tutorial, dated September 2, 2025, walks through selecting an investment, amount, frequency, funding method, preview, and confirmation.
Understand timing, pricing, and risk
A recurring instruction schedules an order; it does not lock in a price. Fidelity states that stock and ETF purchases are market orders on the selected investment date. If that date is not a trading day, Fidelity says execution moves to the next trading day. For mutual funds, it says the purchase receives the next available price based on the selected date. Other brokers may handle dates and orders differently, so check the disclosures for your specific plan.
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J.P. Morgan Self-Directed Investing states: “Recurring investing does not guarantee a profit or protect against a loss.” A set schedule can make purchases more consistent, but it cannot remove investment risk or assure a favorable outcome.
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If you need to change or stop the plan
Use the broker’s recurring-investment management controls to edit, pause, or cancel the instruction. The exact controls and deadlines depend on the provider. Before relying on a change, verify that it has taken effect and check whether a purchase is already scheduled or in process. Also confirm how the broker handles a missed or underfunded purchase; there is no single policy established across providers.
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Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
