How do I set up recurring contributions?
When you make a contribution to your account, you can choose to set up recurring contributions daily, monthly, or quarterly. When you set up recurring contributions, your deposits will happen automatically on the frequency you’ve chosen from the bank account you set it up for.
To set up recurring contributions, first choose the account you want to set up recurring contributions for. In this example, we’ll select the Carry Traditional IRA.
Once you’re in the Traditional IRA page, click “Deposit”.
Then select “Recurring Deposit”
On the next page, input the amount you want to contribute on a recurring basis, the bank account you want funds to come from, to which account you want deposits to go, and the frequency.
Daily recurring contributions will occur everyday starting the next business day.
Monthly recurring contributions will occur on the 1st of every month starting the first day of the next month.
Quarterly recurring contributions will occur on the 1st of every quarter (4 months) starting the first day of the next month.
Example: If you set up a monthly recurring contribution on June 15th, the first recurring contribution will start on July 1st.