Automatic deposits
« on: July 20, 2020, 11:07:21 AM »
Does anyone know if it is possible to setup automatic monthly deposits into a brokerage cash account?

Re: Automatic deposits
« Reply #1 on: July 21, 2020, 10:06:04 AM »
There is no means to set up / schedule automatic deposits to a brokerage cash account. However, if you download the activity each month from your broker, the deposit can be posted that way with all other monthly activity.

If you have any add'l questions, please contact our technical support team at techsupport@investmentaccountmanager.com

Matt