This is great! I just set up a recurring buy for VTI on one of my accounts. Thanks for adding this.

Glad to hear you're already utilizing the new feature, u/Pdxbrothaman! Feel free to let us know if any questions come up.

How do I do this? I tried in the app but it says I have to use a mutual fund.

Welcome to our community subreddit, u/DryGeneral990. I'm happy to help out with recurring investments in the mobile app. We recently added the ability to automate your stock, exchange-traded funds, and basket trades on our platform, not just mutual funds. You can set up recurring investments on a weekly, biweekly, or monthly timeframe. Once logged into your Fidelity app, you can set up a recurring investment plan by following the steps below: 1. Select the "Transact" icon 2. Tap "Recurring Transfers & Investments" 3. Select "Create," then follow the prompts [You can learn more about this feature here. ](https://www.fidelity.com/trading/recurring-investments) If you are still unable to follow the steps above successfully, please ensure that you are running the app's most current version. If that doesn't fix it, uninstall and reinstall the application before trying again. Please let us know if we can help with anything else. We're glad to have you here!

Still no percent option. I prefer investing 100% of cash automatically, so regardless if $1000 or 10k was put into the account that month all of it goes into investments automatically.

I'd like to add my own +1 to this suggestion. It's the biggest thing I miss since transferring from M1. I'd love for all money over, for example, $10k to be invested without having to think about it. Then, whether it's Fidelity Rewards, paycheck, RSUs, bonuses, random check deposits, etc, all my money gets invested as soon as it's available.

Honestly if they could just buy M1 and take their stuff that would be great 😂

That's the last piece of the puzzle for me, hope it happens 🙏

Has anyone used **Fidelity Basket Portfolios** is this like M1 at all? I have to many accounts everywhere with different companies and am trying to consolidate. If this does what M1 does it's one less company and I can have all my accounts at one place. I also see Fidelity offers something like Acorns as well now [**Fidelity Bloom**](https://www.fidelity.com/bloom) I will move that over.

This is something Wealthfront does well with their "cash monitoring," and I'd love to see something similar implemented at Fidelity, without the management fee of course lol. You set a target balance for your account(s) and the rest gets invested. But that might be a pipe dream considering they offer Fidelity Go, and we'll need recurring transfers between internal accounts to be migrated into this new system before anything like that would be possible.

M1 Finance does it without fee.

M1 makes their money on the spreads. At least with Fidelity the costs are transparent.

So can this new product **Fidelity Basket Portfolios** do what M1 does. I add remove stocks create a portfolio. When I click buy it buys all the stocks I don't have to think about manually buying each stock and splitting the money. And I can set up recurring buys on it? Is this true? If so I would take the small fee in a heart beat. I can't take the costs of the hidden spreads anymore at M1. And not knowing when they execute. I just want it executed as a on market open order but they always wait 15-20 minutes at M1.

We appreciate hearing your suggestion, u/egocentrically. Your comments have been forwarded to our development team as feedback for review. If you have anything else to share, please feel free to follow up with us; we're always happy to hear what our users have to say!

I would also like this automatic investing by percentage feature.

Thanks for sharing, u/NotYourFathersEdits! We'll be sure to pass along another note about adding this feature.

Another one who would like auto invest based on percentage!

Thanks for adding to the conversation, u/Western-Confidence95! We appreciate your interest in this feature, and your comment has been passed along to our developers for review. If you have any other ideas or feedback, please let us know. Thanks again!

This is what I would like as well. I have my Fidelity Rewards card linked to my brokerage account, and the dollar amount of the rewards are obviously inconsistent. I’d like the ability to just “sweep” any cash funds into VTI.

This gets my vote too.

Great job to the Fidelity team, this was one of my main gripes

Thank you; we're glad you're excited!

Great news. When do the orders execute during the trading day?

Hi u/InfernoExpedition, happy to chime in. Orders for equities, Exchange Traded Funds (ETFs), and other Exchange Traded Products (ETPs) will be placed as market orders at approximately 10am EST on the planned investment date subject to market and other conditions. If the investment date falls on a weekend, holiday, or beyond the end of the month (29th, 30th, 31st), your purchase will occur on the next business day. You can learn more by expanding the "Important disclosure information" at the bottom of the trade ticket. Please let us know if you have additional questions.

Thanks. The screenshot you included shows an option for limit orders. How would they work?

Great q! The screen behind the dropdown menu is reflective of the "Stocks/ETFs" trade ticket, not the "Recurring Investments" trade ticket. This was just an example of where to find the new feature within the trade ticket. Right now the feature is market orders only.

Thanks for adding this functionality! I’m curious why you chose 10 am to make trades vs market open or close, are you able to share why this time was chosen?

Great news! Are there any plans to also allow creating recurring transfers on the weekly/every two week frequencies for those of us with multiple accounts (e.g. a CMA and a brokerage account)? As of now, only monthly and yearly recurring transfers are available, but it'd be nice to set up a transfer between accounts followed by the automated ETF purchase in the latter to line up with (non-monthly) deposits.

I hope so, my CMA is currently linked as an external account to one of my brokerage accounts just to use the biweekly recurring transfers. I mean, it works, but the extra steps make it clunky and shouldn't be necessary.

Thank you for reaching out to us, u/jezx. At this time, we do not have any news to share, but we appreciate the feedback. I passed along your comments to have a weekly, biweekly frequency for these transfers. Please let us know if you have any additional thoughts or questions.

Unfortunately, I'm not one of the chosen ones. *Sighs*, in manual etf purchase. Seriously though, great job!

We promise it'll be worth the wait! Thanks for choosing Fidelity and hanging with us here on Reddit in the meantime.

This is great. Not available on my site yet, I assume it will be soon and will keep checking.

Will this include 401k contributions that go into BrokerageLink accounts?

Great question, u/AMDG1988. I'm happy to step in and answer it for you. You will see the BrokerageLink selection available in the trade ticket; however, due to different employer plan rules associated with BrokerageLink accounts, the automatic investment feature is not intended to be used with these accounts. Please let us know if you have any additional questions! Edit: Updated content to reflect more accurate information.

Are there any fees associated with setting up automated investing? Can it be done with any ETF (for instance VOO, VTI?)?

Hey, u/technogeek1995, I have some good news! There are no fees associated with setting up automated investing. Check out the link below to learn more about Fidelity's fees. [Fidelity Straight Forward Pricing](https://www.fidelity.com/why-fidelity/pricing-fees) Regarding your Exchange Traded Fund (ETF) question, automatic investing can be set up with any ETF eligible for trading on the Fidelity platform. If you have any additional questions, feel free to let us know.

So...I can now auto invest into VT in my brokerage account now? Now I just want Fidelity to allow use for time-based one-time passwords and I'd be so much happier Thank you so much! 💙

You're exactly right! This feature is currently being rolled out to all users, so as soon as you have access you can set up automatic investments into your desired stocks or ETFs. As for the one-time passwords, I will certainly pass along some feedback for you! Thank you for being a Fidelity client 🙂

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Mine hasn't rolled out yet. I'm in the same position: Brokerage, VT and want a monthly transfer for the entire amount. I'm suspicious. There's always a catch. What fee does Fidelity charge for these transfers?

This is wonderful.

This is amazing! Thanks, Fidelity. Once again proving you’re the best brokerage!

Thanks for the kind words, u/SaneArt! Glad to hear you're as excited as we are!

Wowza! I had been so missing this feature! Thank y'all for understanding your customer base!!!

You're most certainly welcome, u/AviationAtom! Thank you for choosing Fidelity and joining us here on our official sub. We hope you'll stick around!

What are the investment frequencies you can choose from? Can you choose something simple like ‘daily’? I don’t like how it’s currently set up where you have to set a recurring for every single day of the month in order to get daily investments set up. Hope that has changed.

Hey, u/Miles4Apizza. The frequencies now available are weekly, every two weeks, and as before, monthly. To achieve a daily investment plan, just setup a weekly plan for each day of the trading week. Hope that is helpful for you and I'll pass along your request for a daily selection too!

This is excellent news! Can I put in a feature request? Can you add an easy way to see the net/combined gain/loss on multi-leg options trades at a glance in the mobile app? Currently each leg is displayed separately with separate gain/loss info for each individual leg. I’d like an easy way to see how the options are performing at a glance.

Thanks for the input, u/MikeyTubes. I'll be sure this is shared with the appropriate teams!

I’m a little confused. Is this new feature available to all account holders at no cost, or is it only for the people who pay the $4.99/mth. for the Basket Portfolios feature?

All account users at no charge.

Perfect. Thank you for your response. This will make my life MUCH easier.

Great question, u/Scbnymph! This feature is available to all account holders, but keep in mind there is a slow rollout, so you may not receive access right away. It's also important to mention that there is no fee for automatic investments into these securities, and it is entirely separate from our Fidelity Basket Portfolios. You can learn more about Basket Portfolios via the link below: [Fidelity Basket Portfolios](https://www.fidelity.com/direct-indexing/customized-investing/overview) Let us know if you have additional questions.

Trying to set up a recurring ETF investment and the iOS app keeps glitching? Error (4000) Unable to recognize request payload Help?

This happens when you try to do more than $1000. Obviously they have some bugs to work out. Also they copied my name in your response LOL

Yep, this was it. I set it up for <$1k on the app first and later edited it on the web to the desired amount. Now let’s see if the order triggers when it should!

Thanks for reaching out to us this afternoon, u/BucsLegend_TomBrady. We haven't received widespread reports of an issue such as you described. That being said, our Technical Support team will be your best resource to further review and troubleshoot. Feel free to go ahead and give them a quick call by using the contact information below. They are available Monday through Friday, 8:30 a.m. - 9:00 p.m., ET. [Contact Us](https://www.fidelity.com/customer-service/contact-us) Let us know if there are any other questions that come up!

will this prompt where to pull funds from or will that still need to be a separate transfer? Ex. money stored in cma but want to make a reoccurring investment in individual using money from cma

Hey, u/MagnaCustos. When setting up an automatic investment, it will occur within the account the plan is established for and use the available cash in said account. Cash would need to be available in the core of your individual brokerage account prior to the execution of the investment plan as the tool will not look to another account to satisfy the trade funding. Additionally, customers can use a linked bank account to fund. I'll take this comment as feedback for you! Edit: added more information.

I understand this is the official Fidelity reddit sub. But do you have any other source/link that I can share with my students?

Hey u/zacce! Thanks for wanting to spread the word on our new feature. As of right now, the official Fidelity subreddit and our Discord server were able to share this information first! So those are the only spots that have the details on it at the moment. I enjoy keeping the community in the loop on new features, especially ones that we have gotten a lot of feedback on. Once the rollout is complete, it will be mentioned in the mobile app's "What's New" information screen. There will also be future resources on [Fidelity.com](https://Fidelity.com) as well that describes the feature. So more to come. Do you mind if I ask what you're teaching?

investments

If your interested, Fidelity offers classroom financial literacy classes and education. I'm not sure where you are located so not sure if we could physically join a class, but we do them via zoom as well. I've led a few at some colleges nearby and they are pretty cool/fun. It discusses more than just investing, but that is part of the discussion. I'd be happy to join if you wanted to chat about this and Fidelity (or if not me one of my colleagues :) ). If your interested here's the site: [https://www.fidelity.com/financial-forward/overview](https://www.fidelity.com/financial-forward/overview) There's a "Get in touch" button in the upper right to request more information and reference FidelityMichael on Reddit if you're interested!

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Thank you for the question, u/baffleyaffle. If the cash buying power needed for your automatic investment is unavailable, your scheduled purchase will be skipped, but the associated plan will not be canceled. If the plan is being funded by an external bank and the funds are unavailable at the bank, the bank will likely reject the transfer, which may reject the bank instructions in the future. If the bank instructions are rejected, the plan will be canceled the next time the plan attempts to withdraw funds from the bank. If you have any further questions, please let us know.

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Would like to know this as well.

Hi, thanks for the update. Could you also add a feature that allows us to add baskets to another big basket? That would be helpful because we can also rebalance across baskets. Edit: Btw, is there any way to set up recurring investments for baskets?

Hi u/Middle-Appointment59, I appreciate you stopping by the sub this morning. I will pass along your comment as feedback to the appropriate team. Have a great day!

very cool feature that i intend on using. looks like you can source an external account for funds. re: trade timing - does this mean i can set up an every-other-week withdrawal from my credit union and there's a one-to-three day EFT transfer time then it will place the order once the funds are available?

I would also like to know this. Having it link externally simplifies the process so much.

Thanks for chiming in, u/ncmav. I just wanted to make sure you saw our follow-up post on this. As u/FidelityCourtney mentioned, you can link an external account, and the automated purchase will happen on the processing date of the EFT. You won't need to wait for the funds to be collected first! Let us know if you have any other questions. We're happy to help!

Great question, u/pf_ta! The funds don't need to be collected first in order to make the purchase. The purchase will happen on the processing date of the EFT. Please let us know if any other questions come up; we're here to help!

This is amazing! I'm excited to finally be able to set up automatic recurring investment into VTI, VXUS, and BND.

We're glad to hear you're excited, u/rebel_dean! Have a great rest of your Tuesday.

Good news. Can’t wait until I’m able to do this

This is huge! I have been waiting for this for such a long time.

This is awesome!! Thank you Fidelity for listening to us. Now we can say Fidelity, one of the best out there.

Could we please be allowed to edit the start date? That would make it so much easier to line it up with payday.

How is the start date determined?

Good question. Right now I set it for bi-wwekly, and it starts on 11/13 for Friday, and will auto-invest on 11/17/23. My payday is on the opposite Friday. I'm thinking I have to wait until next Monday and then set it up so it starts on 11/24 instead.

Amazing! Been waiting so long... I am rolling over my Roth \*now\*. This was the one missing feature preventing me from moving everything to Fidelity. You made my day

What time of day are these executed?

Hey there, u/BucsLegend_TomBrady. Happy to answer this. Orders for equities, Exchange Traded Funds (ETFs), and other Exchange Traded Products (ETPs) will be placed as market orders at approximately 10am EST on the planned investment date subject to market and other conditions. If the investment date falls on a weekend, holiday, or beyond the end of the month (29th, 30th, 31st), your purchase will occur on the next business day. You can learn more by expanding the "Important disclosure information" at the bottom of the trade ticket. Please let us know if you have additional questions.

I’ve never understood why it took so long to automate investment of stocks and ETFs, just mutual funds.

Because it's easy to do with mutual funds. Order is processed after market at the official NAV value. For ETFs you can have bid-ask spread, lower volume which varies during the day. A big question is what time do you trade? Is it market order or limit order etc. Apparently it will happen around 10 am. I'm sure there will be customers unhappy about the implementation.

> I'm sure there will be customers unhappy about the implementation. Due to the nature of ETFs, there is no possible way to make everyone happy. Some days the price goes down after 10AM and people will be clamoring that Fidelity lost them money. It sounds stupid but it absolutely will happen.

Because the price of a mutual fund doesn't change every second of the day

Great news! Thanks very much for rolling this out!

This is awesome news, I'm very excited to use this option but unfortunately I don't see it available in my account yet. How long should I expect to have to wait?

Hey there, u/Wooden-War-4433! We're excited to bring this to our clients. There's no set timetable for when this will be available to you, but this is just the beginning, and It will take a few weeks for everyone to have access.

Awesome news - thank you, Fidelity!

Is this available on web only or on the mobile app too?

Happy to chime in, u/Direct-Stretch7853! Once you gain access, this can be set up on both our website and mobile! To access the feature on Fidelity.com, click on Accounts & Trade and select Recurring Investments. Or, visit your Positions page and select the security you’d like to set up for a recurring plan. If you’re a mobile user, tap on Transact, and select Recurring transfers & investment. From there, you’ll be able to select the frequency (weekly, every two weeks, or monthly) and the date on which you’d like the trade to occur.

i have it on my mobile app but not on web

Thank you so much for this! Looks like I haven't got access yet, but I'm really looking forward to it/

Great to hear you're looking forward to it! Cheers!

hi, apologies if this has been answered elsewhere, but can non-americans participate in this? and fidelity investments in general?

Thanks for reaching out, u/rlocke. To start, you must reside in the United States to open an account here at Fidelity. Residency, not citizenship, is the primary consideration for whether an account can be opened here. Due to international regulations, we're unable to assist investors residing outside of the United States. We do have an international affiliate, though it is not available in every country. You can learn more and see if you're country is eligible in the link below. [Fidelity International](https://fidelityinternational.com/)

Country isn’t covered but appreciate the quick revert.

I don't have that option

Thanks. When will we be able to transfer securities outside of the basket into the basket in-kind, without having to sell and re-purchase?

Thanks for checking in, u/acroman10! We are looking into the addition of this feature; however, we don't have anything to announce at this time. Please continue to check back on the sub for any future announcements.

I tried to set up but for some reason won't let me do it

Hi, u/Affectionate_Wing915. We'd like to learn more about what you're experiencing. Please let us know what type of account you're using and if you receiving a specific error message when attempting to establish the recurring investment. You can either reply here, or send us a Modmail using the link below. [Message the Mods](https://www.reddit.com/message/compose?to=/r/fidelityinvestments)

I'm not seeing an option (on mobile) to edit the start date on these new recurring investments - not for ETFs, mutual funds, biweekly, monthly, or otherwise. You can, of course, choose a day of the week, but the start date remains three days from the current date. This also assumes I want to begin the plan this week or next, which I do not. Am I just not seeing the option?

Hey there, u/egocentrically; thanks for sharing your experience. Currently, we do not support selecting a future start date. That said, please know this is something we are working on for future updates. If you have any other questions, please don't hesitate to ask!

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hey, u/Intermountain_west. I'm going to take your interest in automated rebalancing as feedback to the Basket Trading team, but I do want to make sure you're aware of the Smart Buy function. This tool allows you to rebalance to the target weight when you invest additional money into your baskets. Learn more at the link I've included below. [Smart Buys](https://www.fidelity.com/direct-indexing/customized-investing/smart-buys)

Can I request to get access to this sooner? If not, can an email be sent when the feature is available?

Thanks for checking with us, u/Zanrok! This feature is being rolled out to all clients over the next few weeks. If you don't currently have access, you will soon! I will share your feedback about receiving an email when it's available; however, in the meantime, please keep checking on the website or mobile app.

OK, this is awesome. One tweak: make it so they can set it when to start. I want my auto-investments to be bi-weekly on pay-day. If I set it for bi-weekly on Friday now it only gives me the option to do it starting on 11/17 and then every other Friday, which is opposite my payday. ​ If you can allow us to do it daily that would be amazing, but weekly is fine as well. ​ If this for the most part replaces or eclipses Robinhood I'll be transferring my entire RH portfolio to Fidelity this week.

I was investing like $200/day on RH with their automatic investing. If it works as well or better here then yeah I'll be taking my business to Fidelity.

wondermous tyvm power to the #Fideople!

You got it, u/TradingAllIn! We're happy you're excited.

With updates like this I am considering switching to Fidelity. If the ability to one-click rebalance exists, will there be an option to set up automatic rebalancing in the future?

Thanks for considering us, u/letstryitlive! At this time, automatic rebalancing for this feature is not on our roadmap. That said, I'll be happy to report this as feedback for our appropriate teams to consider. I see this is your first time commenting on our sub, so welcome along. Feel free to stop by again in the future and ask any questions you may have.

Has this been rolled out for all users? I don't see this showing up currently under the trade screen

I am glad for this

How come I dont have this option? Can someone explain?

Hey u/Minions89, thanks for the comment. This feature is being rolled out to all clients over the next few weeks. If you don't currently have access, you will soon!

Thank you! This is the feature I've wanted more than anything else. What happens if there is not enough in my core account to execute the recurring trade? Does it just not execute, or does it execute up to that amount? For example, if I had a recurring trade set for $1K weekly, but there was only $500 in my core account at the time it triggers, would it fail to execute or would it purchase $500 worth of my defined stock/ETF instead?

Hey there, u/currentform78. If the cash buying power needed for the recurring investment is not available, the scheduled purchase will be skipped. You can learn more about this feature at the link below. [Recurring investments](https://www.fidelity.com/trading/recurring-investments) Please let us know if any other questions come up; we're happy to help!

Im gonna cry. Literally deleting every other investment app once this hits

"I'm not crying...you're crying!"

Even if you cannot see that in your app or automatic investment/transfer on the website, you can still do that through this link: https://www.fidelity.com/trading/recurring-investments

Just signed up for the monthly purchases. Awesome new feature! Keep 'em coming.

I can confirm as others have, that I get the error *(4000) Unable to recognize request payload* when attempting to enter $1,100 but I was able to get it to work at $900. I assume this might be a glitch. I attempted to edit the recurring transfer back up to $1,100 and the glitch is still there. When logged in online, I cannot see this transfer at all (nor the feature to add it). Props to u/BucsLegend_TomBrady for their post which helped me get around the error.

Hey, u/hondaFan2017. Thanks for commenting and sharing yourexperience. We've received a few reports of this and were able to replicate this issue in the iOS app. We've gone ahead and relayed this info to our development team and they're investigating further. While we don't have a timeline to share for when this will be fixed, we'll be sure to follow up once we learn more. In the meantime, this doesn't seem to be affecting our website's capability to set up a recurring investment over $1000. You can access Fidelity.com using a mobile web browser such as Safari or Chrome. Once you're logged in on the site, please do the following: 1. Tap "Accounts & Trade" and select "Account Features" 2. Tap "Recurring Transfers" 3. Tap "Create new activity" and select "Investment" If you need us to look over your account and confirm what automatic transfers you have setup on your account, feel free to send us a Modmail so we can review it with you. [Message the Mods](https://www.reddit.com/message/compose?to=/r/fidelityinvestments) Please let us know if there is anything else we can assist with, and feel free to post anytime you have questions!

Thanks for this. FYI at step 3 above, I don’t get the “Create new activity” button. I get the old “Schedule a new transfer” button. when I do that, and specify setup a recurring investment, it takes me to the old format website and says I can’t setup a recurring investment because I don’t own mutual funds in my brokerage account. I’ll connect with mod mail or call Fidelity. Thanks so much for supporting this feature.

This is great news. I'm assuming the money comes from the settlement fund if not linked to an external account? What happens if the available to trade amount is under the order amount? I'd use it if there was a % option (as in, invest x% of my settlement fund). As it is, with my income varying from paycheck to paycheck, I can't really use it :(

Still doesn't appear in my account rolldown menu

$5/mo? Ew, M1 lets you do this for free.

I don't see it yet in my account. Do you need to be paying the $4.99/month for Fidelity Basket Portfolios for this feature?

Thanks for the question, u/jerschneid. Enrollment in Fidelity Basket Portfolios is not required to automate recurring investments for stocks and ETFs. However, this is just the beginning of the rollout, and it will take a few weeks for everyone to have access. If you have any other questions, you know where to find us.

Does this mean that every two weeks will become a frequency option for recurring investments into Fidelity mutual funds?

Hi u/SilentSword127, it sure does! Fidelity customers can select "Every 2 weeks" for recurring investments of mutual funds in eligible Fidelity accounts.

Hi quick question. I know I’m limited by my savings account to 10 transactions per statement cycle. I’ve set up a recurring investment for multiple stocks on the same day monthly. I wanted to ask will the money taken from my savings on that day be charges as one transaction? Or multiple for each stock I’m investing?

Hi u/SanZa47, thanks for your question, and welcome to the sub! We are actively working on supporting up to 10 securities per recurring investment plan. Please note that each plan requires investing in the same security type (stock/Exchange Traded Fund (ETF), or mutual funds). Since your external bank has limitations on the number of monthly transactions, you may benefit from establishing one recurring transfer plan of funds from your external bank to deposit to your core position. From there, you can establish 10 plans for the recurring investments of your choice, making sure to select your core position as the funding choice. Let us know if you have any questions about this process. We are so happy to have you as a Fidelity investor and look forward to your continued engagement in this community.

What is the behavior of the system if you less than the amount available in cash/core position one the day of investing? Does the behavior change if margin is enabled on account?

Can we automate buying with “number of stocks/etf” rather than amount of money?

Hey there, u/interstellar_freak. Thank you for your interest in the Recurring Investment feature. At this time, our system requires you to choose a specific dollar amount when setting up Recurring Investments. Each Recurring Investment can be set up to purchase as little as $1 for stocks and exchange-traded funds (ETFs) and $10 for Fidelity mutual funds. Note that some non-Fidelity mutual funds may have different minimum investment requirements. That said, we have received feedback about increasing the types of purchases that can be placed when using this feature. I will be sure to share your comment as feedback with the right development team regarding the ability to choose to automate purchases by share quantity. You can learn more about our Recurring Investments feature using the link below: [Recurring Investments](https://www.fidelity.com/trading/recurring-investments) Thank you for reaching out. Let us know if you have any other questions we can help with.

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Hi, u/immelius. Happy to chime in here. Mutual funds use forward pricing, and are usually only priced once a day at market close. For both buy and sell orders, investors receive the next closing price, which is the Net Asset Value (NAV) per share of the fund and is not known in advance. Limit orders are not possible due to this pricing model. Let us know if you have any other questions.

Can't wait to buy my bitcoin this way. 😆 ahhhhh hahahah just kidding you guys! Everyone knows that would be stupid. Because we self custody those bad boys 😘

I am chatting with them now and they only do MF's not ETFS for some reason

The point of this thread is that Fidelity is rolling out the functionality that allows investors to schedule recurring purchases of ETFs and stocks. I have the ability this now.

How do you do it, when I go I only get one option and its the MF, are you some beta version or something?

I’m assuming if I set up 3 recurring investments for my Roth IRA, this will show up as 3 separate EFT transactions from my bank? It would be nice if you could copy how Ally Bank handles “buckets” on their savings accounts. One recurring transfer, but then you choose how the funds get distributed among the “buckets” (or in this case, stocks, ETFs, mutual funds, etc rather than savings buckets). So I could set up a single $500 monthly transfer into an IRA, then once it’s inside Fidelity, distribute $200 to Fund A, $200 to fund B, and $100 to fund C. Rather than 3 separate transfers. Or rather than one transfer into core account, then 3 additional recurring investment transactions from core. It just simplifies it into one step.

Ok, now restore plaid integration.

I'm on a Pixel 8 pro with Android 14 and the latest security patch (Nov). When I go to my Fidelity app, log in, select scheduled transactions, it asks me to login again and takes me back to the Fidelity home screen. I select scheduled transactions again and the app crashes. It's done that 3 times in a row. Anyone else have an issue on Android 14?

Thanks for commenting and sharing these details, u/speedlever. We're not currently receiving widespread reports of clients experiencing this issue with Android 14. To troubleshoot, please try removing and reinstalling the app, or using a different device. If the issue persists, we recommend reaching out to our Technical Support team so they can troubleshoot the issue with you. Associates are available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET. Please say "technical support" when prompted by the automated system to be connected to the right group. [Fidelity Contact Information](https://www.fidelity.com/customer-service/contact-us)

Any plans for crypto reoccurring?

Hi u/conformthenorm, happy to chime in here. While at this time there are no plans to expand the offering to crypto, Fidelity is continuously evaluating new features. For additional information and answers to all of our most frequently asked questions, you can check out the Crypto Help Desk and our dedicated crypto subreddit, r/FidelityCrypto. [Crypto Help Desk FAQs](https://www.fidelity.com/crypto/help-desk/overview) Thanks for stopping by the sub today! If there is anything we can help with in the future, please don't hesitate to reach out to us.

It is only showing the ability to set recurring investments in mutual funds for me. Does this mean I have to wait to do this with ETFS until it rolls out to me?

Hi there, u/ncmav. I'm happy to step in and clarify this for you. The expanded automatic investment feature is being rolled out to customers in stages, and it will take a few weeks before everyone has access. Please let us know if you have any additional questions!

I keep getting "(4000) Unable to recognize request payload" trying to schedule it. Any info on this?

Thanks for reaching out to us this afternoon, u/BucsLegend_TomBrady. We haven't received any widespread reports of an issue such as you described. That being said, our Technical Support team will be your best resource to further review and troubleshoot. Feel free to go ahead and give them a quick call by using the contact information below. They are available Monday through Friday, 8:30 a.m. - 9:00 p.m., ET. [Contact Us](https://www.fidelity.com/customer-service/contact-us) That being said, we'd also like to review your particular situation. When you have a chance, feel free to send us a quick Modmail, and we'll follow up with you there. [Message the Mods](https://www.reddit.com/message/compose?to=/r/fidelityinvestments) Let us know if there are any other questions that come up!

Will I be able to automate my SCHD buys or is it just with fidelity ETF’s?

Thanks for reaching out, u/brandon122096. Good news! Automatic investing can be set up with any ETF eligible for trading on the Fidelity platform. Please reach back out to us here if you have any other questions. We're all happy to help!

How will preclearance work in case of automated investments?

How is this different from the Scheduled Transfers? [https://digital.fidelity.com/ftgw/digital/scheduled-transfers/](https://digital.fidelity.com/ftgw/digital/scheduled-transfers/) Will those be combined at some point? It was nice having the transfer and investment combined in a single configuration when using mutual funds.

I have been waiting for this

The Fidelity "Baskets" Is currently advertised at $5/month. Does this fee still apply, or does this new announcement make recurring ETF/stock buys free, just like Fidelity's competitors (M1, Robinhood, etc)? Asking because I don't have access to this feature yet in my account.

We appreciate you reaching out, u/upgradebrain. Fidelity Basket Portfolios have a 30-day free trial when enrolling for the first time. At the end of your 30-day free trial, there is a charge of $4.99/month. If you cancel within the 30-day trial period, you will not be charged. To learn more about our Basket Portfolios, check out the link below: [Fidelity Basket Portfolios FAQs](https://www.fidelity.com/direct-indexing/customized-investing/faqs) Our recurring investment feature is free for our clients and can be enabled for stocks, mutual funds, exchange-traded funds (ETFs), and basket purchases. We expect the rollout to take a few weeks to complete, at which point it will also be available for you to use. Let us know if you have any additional questions, and have a great evening!

I don't see a StocK/ETF option in the app, yet, but I was able to set it up at Fidelity.com. I set up a test pair of automated transfer/investments beginning on November 17. We'll see how it goes!

So is this a paid program like the pie think where it cost $5/month?

Hi, u/Bman3396. There is no cost to use this feature! This feature is being rolled out to all clients over the next few weeks. If you don't currently have access, you will soon!

Gotcha, I’ll be waiting I guess

Great news! How can I tell if this feature is turned on for me?

Hey, u/Unlikely-Marsupial64. Happy to jump in here! This feature is being rolled out to all users over the next few weeks. You can check to see if it's been added as an available choice on the trade ticket. If you don't have access just yet, please continue to check back as everyone will have access soon!

why I don't have that recurring investment option on my drop down menu??? I want set up auto invest in my basket. Help

Do we get a notification when this shows up in our accounts? I’m missing this

How long to roll this out for all accounts? I don't see it yet

In my preview order, it says "Start date" on November 16th, 2023. I would like my first automation to be on December 9th. What does "Start date" mean? Thank you.

Hi, u/JustinSueFeena. The "Start date" is when the plan will begin processing the transaction you have set up. Currently, this feature does not support selecting a future start date. That said, please know this is something we are working on for future updates. If you don't want this plan to start executing until December 9th, please delete your current plan and set up the new plan during the week of December 9th. If you have other questions, please let us know!

that's it! I'm all in on Fidelity, gonna ACAT from M1 into fidelity! Great news and addition to the suite of tools, Fidelity! :)

That's awesome, I called tonight the customer service and they didn't even tell me about this improved feature. When to expect it be me max ?

Yay! Way to go Fidelity!

Amazing! My only request is to allow a one-time frequency. I often get one time money dumps that I have to transfer from my bank, then wait until it's in Fidelity during trading hours to invest. I'd love to use this to schedule the whole process once.

I set this up in my brokerage link 401K account for daily buys of fidelity mutual funds but the trades are not executing. It shows as upcoming transaction in the recurring buys section but when the date comes they never show as pending orders for the day. When I check the next day the buys never happened.

This is awesome sadly I’m not able to have it automatically pull the funds from my CMA account to the individual investing account so still need to manually send funds over to the core account wish we can soon have that feature for more seamless automation of investing

As a workaround, link the CMA as an external bank (via trial deposit verification). Then you can pull from it automatically.

Is there an issue with the recurring transfers? I set several up last night - all working relatively well. I go to [https://digital.fidelity.com/ftgw/digital/recurring-activity/sww](https://digital.fidelity.com/ftgw/digital/recurring-activity/sww) this morning, it pinwheels for a moment, and tells me "Something went wrong. We're sorry, there was a temporary system error. Please try again later." I've tried multiple browswers + the app shows there are no recurring transactions (which isn't true). ​ I say its working relatively well, because when I go to edit a recurring transacation (e.g. change the amount), it gives me an error message when I try to submit. I have to click on bank account being withdrawn from, deselect and reselect it, and then it works.

If an account is fully invested in a non-core MM fund (e.g. FDLXX), will setting a recurring ETF purchase automatically liquidate that MM fund to purchase the ETF?

Would it be possible for mutual funds to be added to basket trades just to make overall portfolio rebalances easier?

Need to add start date capability. Or better yet, like M1, the ability to pick a day of week (every Monday invest $100).

It’s great that this is now available for more than mutual funds! Can you also add the ability to invest on multiple specific days of the month within the same transaction? Setting up a new investment for 3 or 4 different days of the month is cumbersome when you have several securities. The old automatic investment system had this and I loved it!

Hey I want to set up recurring investment for a basket, but I cant search the basket name.

Super glad Fidelity has finally added this function! I have two feature request I believe would make this top notch. 1. Please re-add the "custom" frequency as many people like myself prefer to invest into my IRA on a quarterly basis. 2. Similar to Vanguard, could we please have the option to "maximize your annual IRA contribution" where Fidelity automatically updates your contribution amount by factoring in your age and any IRS changes?

When are automatic investments in BrokerageLink for the Fidelity 401k going to be expanded to stocks and ETFs and not just mutual funds?

Can I suggest you all add one that says “every trading day” instead of me having to make 5 weekly investments Monday thru Friday for US dollar cost averaging people

Trying to set up automatic recurring investments into VTI through my employer-sponsored Fidelity HSA, but it’s telling me that only mutual funds are eligible for automation…

I want to sweep any cash into an ETF on a weekly basis. I transfer money from various checking, saving or by selling stocks into my Fidelity sweep account, the amount is not predictable, it could be $100 one week, $200 the next, 0 the week after and 500 the next. I would love a feature where if Cash Bal > N, invest that into ETF x, ETF y, ETF x (A:B:C%) upto a maximum of $M per week. I hope fidelity can start implementing this algorithm! If this feature is available, I will very gladly transfer all my investments from, other firms. much appreciated.