Illuminate

How to set up recurring deposits

Setting up automatic deposits is a simple way to consistently grow your investments without having to manually transfer funds each time.

Setting Up Auto-Deposits

  1. Navigate to the Profile tab in the bottom bar
  2. Select Fund My Account
  3. Enter where you wish to deposit (whether directly into an Illuminate Portfolio or your general account for self-directed investing), then enter the amount you wish to deposit and choose your preferred frequency
  4. Confirm your selection

Managing Your Automatic Deposits

To view or adjust existing automatic deposits:

  1. Go to the Profile tab in the bottom bar
  2. Select Settings
  3. Tap Auto-Invest
  4. Here you can review all active automatic deposits
  5. To add a new automatic deposit, tap Update Auto-Invest
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Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

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Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.