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
- Tap on Invest 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.