Auto Investing with $0 brokerage and monthly fees

Auto Investing: Invest. Grow. Repeat.

Start investing in your future with no brokerage and no monthly fees

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*Trade US and Australian ETFs with $0 brokerage. Regulatory and FX fees may apply.

What is Auto Investing?

Auto Investing

Auto Investing is a powerful tool that allows you to automate ETF and portfolio investments on a schedule that suits you.

With our user-friendly interface, you can grow your wealth, without being an investment expert. It is a great way to start your journey toward becoming a more confident investor.

Why Auto Investing?

Designed for Beginners

With our goal setting tool, Auto Investing enables you to assess your individual needs for regular investments, providing you with the tools to set, monitor and achieve your long-term financial goals.

Diversified Investment Themes

Dive into trending investments with Auto Investing. We offer a select range of themed ETFs and portfolios, so you can tap into popular opportunities and diversify your portfolio without the headache of choice overload.

Zero Brokerage. Zero Monthly Fees

Enjoy $0 brokerage* on all thematic ETFs or portfolios. Whether you are a beginner or a long-term investor, we have got you covered. Focus on setting your financial goals and investing in our thematic ETFs or portfolios without worrying about commissions or auto investing fees.

*Trade US and Australian ETFs with $0 brokerage. Regulatory and FX fees may apply.

Auto Deposit with PayTo

PayTo* is a new, fast way to deposit funds to your trading account from your bank account using your BSB and Account Number.

Using PayTo as a funding method means that you only need to authorise a payment agreement once. PayTo will then automatically organise the deposit to your Webull account per your set frequency and amount.

*PayTo is developed by New Payments Platform Australia (NPPA) in collaboration with Australia’s financial industry. If you would like to learn more about PayTo, please visit the PayTo website

How it works

STEP 1

STEP 2

STEP 3

STEP 4

Set up Your Goal

Enter the goal value you wish to accomplish, the investment frequency and amount, and an ETF or a portfolio to invest in.

Choose a Funding Method

Select a funding source, either through your Webull buying power or PayTo.

Confirm Auto Investing Setup

Review and confirm the details of your Auto Investment Plan.

Start Your Journey

Keep a close eye on your portfolio's performance and stay informed with goal progress notifications. Sit back and wait for your goal to reach its destination.

Portfolio List for Auto Investing

U.S.

Auto Investing FAQ

How does PayTo work?

Funding your account via PayTo means you authorise Webull to initiate a PayTo payment instruction on your behalf as per the deposit amount and frequency from the bank account stipulated in your Auto Investment Plan. In the event the Securities and/or Units in your Auto investing plan involves conversion between currencies, you authorise Webull to convert your monies to the currency which the Securities and/or Units are denominated in.

At what frequency can you set an auto investment?

You can set frequency with one of the following options: 1. Every trading day 2. Every Week (select a specific day in the week) 3. Every Fortnight (select a specific day in the week) 4. Every Month (select a specific day in the month)

What should you know before you start?

1. You can only create one auto investment plan for each portfolio. There is no limit on the number of Auto Investing schedules allowed for each account.

2. Orders are placed automatically at the following schedule on regular trading days:

U.S.

• Full Day Market: 10:30AM - 3:30PM EST

• Half Day Market: 10:30AM - 12:30PM EST

Australia

• 11:00AM - 3:30PM Local Sydney Time

For non-trading days, orders will be placed on the following trading day.

Your Future Starts Today

Expand your long-term investment strategy with Auto Investing themed ETFs and portfolios. We are here to support you on your journey to achieving your financial goals.

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