Recurring Investments in Stock/ETF
Recurring investments can help you reach long-term goals during the market fluctuations.
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How it works

For example, investors A and B decided to invest $800 each in Stock XYZ eight months ago. Investor A invested the total sum when the stock was trading at $10, holding 80 shares. In contrast, investor B set up a recurring investment of $100 monthly. Eight months later, he holds about 98 shares at an average cost per share of $8.16. Please note that this example is for illustrative purposes only. The value of securities may fluctuate.

You can access recurring investments in three steps.
Open an account
Sign up and fill out our application form
Make a deposit
Fund your account with any amount
Schedule now
Build your portfolio with recurring stock/ETF investments
What is a
recurring investment?
A recurring investment is a tool that allows investors to make investments on a regular schedule of your choice. Investors can choose how much and how often they'd like to invest. Market orders are placed based on a set schedule.
Main Benefits of Recurring Investments
Steady portfolio growth

Recurring investments ensure you spread your investments over time, allowing you to grow your portfolio with new funds consistently.

Better managed risks

Recurring investments can help manage the impacts and risks of a volatile market. Spreading out your investments can potentially smooth out the ups and downs of the market.

More disciplined investing

Focus on long-term accumulation by investing with discipline regardless of market conditions. By setting up recurring investments, the amount you invest is predetermined and not based on emotion.

Recurring Investment FAQs
How do you fund recurring investment schedules?
There are two ways to fund a recurring investment schedule.
  • 1. Through Webull buying power. When you choose this payment method, it deducts funds from the settled funds in your account.
  • 2. Through bank account. Add a bank account through ACH first and automatic transfers will be initiated 3 days ahead of the next investment date.
At what frequency can you set a recurring investment?
The below options are available.
  • 1. Every trading day
  • 2. Every Week (appoint a specific date)
  • 3. Every Two Weeks (appoint a specific date)
  • 4. Every Month (appoint a specific date)
What should you know before you start?
  • 1. Recurring investments are available for cash, margin, and IRA accounts.
  • 2. You can make a recurring investment schedule for stocks/ETFs that support fractional shares trading (inverse, leveraged, or volatility ETFs are not supported)
  • 3. Stocks/ETFs will be purchased with settled cash in cash/IRA accounts and with cash balance in margin accounts.
  • 4. The minimum amount set in each schedule is $5 and the maximum amount is $25,000.
  • 5. You can only make one recurring investment schedule for each asset. A total of 5 recurring investment schedules are allowed for each account.
  • 6. Each schedule can only be modified once a day. If you choose to pay through bank account, you can only modify the investment amount, not the frequency of the schedule.
  • 7. Orders are placed automatically at about 1:30 pm ET on regular trading days. If the market closes earlier, orders are placed at 10:30 am ET. For non-trading days, orders will be placed on the following business day around 1:30 pm ET.
Set up a recurring investment schedule today!

Don't let short-term market fluctuations affect your long-term goals.

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