How do I set up recurring investments? (HK)
Step 1: Set up a monthly-recurring fund transfer instruction with your bank account to transfer money to your Endowus account.
Step 2: Set up the monthly-recurring investment instruction for a goal in your Endowus Account.
Once your monthly deposit is reflected in your Endowus account, our system will direct the money to fund your monthly-recurring cash investment order.
Monthly-recurring investment instruction can be set up when creating a new goal, or it can be set up for an existing goal.
To set up a monthly-recurring cash investment instruction for an existing goal on Endowus web app, please follow the steps below:
- Select your existing Goal on the left hand panel then click Set up under Recurring investments.
- Fill in your monthly investment amount and which day of the month you want your investment order to be created.
- Click Send Verification Code and enter the OTP sent to your phone to confirm your monthly-recurring investment instruction.
Please note your recurring investment for the month will be automatically cancelled if it remains unfunded for 7 days. The recurring investment will continue to be created for the following months.
Step-by-step video guide:
How to Create a Recurring Investment
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