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How to set up recurring ACH deposits

Updated this week

Recurring ACH deposits let you automatically transfer funds into your Firstrade account on a weekly, monthly, or quarterly schedule. To use this feature, your account must already have an ACH bank profile connected.

Set Up on Mobile App

  1. Open the Account tab (bottom-right corner).

  2. Select Deposit/Withdrawal.

  3. Tap Request Transfer.

  4. Choose Deposit to My Firstrade Account and check the Recurring box.

  5. Enter your deposit amount and choose the frequency (weekly, monthly, or quarterly).

  6. Tap Preview, then Submit.

Set Up on Website

  1. Go to Accounts > Deposit/Transfer and select Recurring.

  2. Click New to create a recurring deposit.

  3. Enter your deposit amount and select “How Often?” to choose the frequency.

  4. Click Preview, then Submit.

Note: Recurring ACH deposits can be cancelled or changed at any time. If an ACH transfer is rejected, it may cancel your scheduled deposit.

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