You can set up recurring deposits for your Neo Invest account on the Neo app or website.
Why get Auto-Invest
Grow your wealth with Auto-Invest. By setting up recurring investment deposits, you’re saving funds without thinking twice.
You can enable or disable Auto-Invest easily and in a few minutes. You get to decide the amount and how frequently you want to add funds to your investments.
How to enable or disable Auto-Invest
Neo app
Log in to the Neo app on your mobile device
In the Accounts tab, tap Invest accounts and select the goal you’d like to set up recurring deposits with
Tap the Auto-Invest box
Toggle to enable or disable Auto-Invest
Enter an amount for contributions
Select a source of funds
Set the frequency and start date of the deposits
Review and confirm the recurring deposits
Web
Go to member.neofinancial.com and log in to your account
Select Invest from the menu and select the goal you’d like to set up recurring deposits with
Click on the Auto-Invest box
Toggle to enable or disable Auto-Invest
Enter an amount for contributions
Select a source of funds
Set the frequency and start date of the deposits
Review and confirm the recurring deposits
It may take up to 6 to 9 business days following the deposit date for the funds to be invested.
⭐️ Want another perspective? Ask our Neo Community
Post questions, find answers, and connect with community experts.
Reach out for support
Start a chat with our virtual assistant or live Specialist.