Overview
Scheduled Deposits allow you to set up automatic, recurring ACH transfers into your Tradier brokerage account.
Once configured, funds are deposited on your chosen schedule — daily, weekly, or monthly — without any manual action required each time. Whether you want to invest a portion of each paycheck, build your account balance steadily over time, or simply stay consistent with your investment strategy, Scheduled Deposits make it easy to automate your funding routine.
Quick Reference
Feature | Details |
Transfer Method | ACH (Automated Clearing House) |
Frequency Options | Daily, Weekly, Monthly, or Custom |
Requirement | Active ACH profile must be established first |
Cross-Platform Sync | Schedules created on web appear in mobile, and vice versa |
Occurrences | Set a specific number or leave blank for indefinite transfers |
Funds Availability | Funds appear in your account by the next business day |
Benefits
Automate recurring deposits without logging in each time
Choose a frequency that matches your cash flow — daily, weekly, monthly, or custom
Invest a set portion of each paycheck consistently
Build your account balance systematically over time
Manage schedules from both the Tradier mobile app and Tradier Web — changes sync automatically
Set a fixed number of occurrences or let transfers run indefinitely
How to Set Up a Scheduled Deposit on the Mobile App
Tap the hamburger menu (☰) in the upper-right corner of the app.
Select Funding
Select Funding from the menu.
Select Deposit
From the bottom of your screen tap the Deposit button.
Scheduled Transfers
Select Scheduled Transfers.
Create a Schedule
Tap the blue + button in the bottom-right corner to create a new scheduled transfer.
Configure Settings
Configure your transfer settings:
Amount: Enter the dollar amount you want deposited each time.
Frequency: Choose Daily, Weekly, Monthly, or Custom.
Start Date: Select the date for the first deposit.
Occurrences: Enter a specific number of transfers, or leave blank to run indefinitely.
Review the transfer summary shown on screen, then tap Create to confirm.
Managing Your Scheduled Deposits
Viewing Your Scheduled Deposits
Once a Scheduled Deposit is created, it will appear on the Scheduled Deposits screen. If no schedules have been set up yet, the screen will display "No scheduled deposits." Tap the + button to add your first one.
Editing or Canceling a Schedule
To edit or cancel a Scheduled Deposit, navigate to the Scheduled Deposits screen (via Funding > Deposit > Scheduled Transfers) and select the active schedule you wish to modify or cancel.
Funds Availability
Transfers take place on the day(s) you select. Funds will appear in your Tradier account by the next business day. All deposits are subject to Tradier Brokerage Funds Availability Guidelines.