Recurring Investments
in Australian and U.S. Stocks & ETFs
Recurring investments can help you reach long-term goals during market fluctuations.​
Get Started
What is a
Recurring Investment?
A recurring investment is a tool that allows investors to make investments on a regular schedule of your choice. Investors can choose how much and how often they'd like to invest. Market orders are placed based on a set schedule.
Main Benefits
of Recurring Investment
Steady portfolio growth
Recurring investments ensure you spread your investments over time, allowing you to grow your portfolio with new funds consistently.
Mitigate risks
Recurring investments can help manage the impacts and risks of a volatile market. Spreading out your investments can potentially smooth out the ups and downs of the market.
More disciplined investing
Focus on long-term accumulation by investing with discipline regardless of market conditions. By setting up recurring investments, the amount you invest is predetermined and not based on emotion.
How it works
Dollar-cost averaging

For example, investors A and B decided to invest $800 each in Stock XYZ 8 months ago.


Investor A invested the total sum when the stock was trading at $10, holding 80 shares. Investor B set up a recurring investment of $100 monthly.


8 months later, Investor B holds about 98 shares at an average cost per share of $8.16.


Please note that this example is for illustrative purposes only. The value of securities may fluctuate.

Access Recurring Investments in 3 Steps

Open an account

Download the Webull app and sign up for an account.

Make a deposit

Fund your account with PayTo.

Set up your plan

Choose your preferred stock or ETF and establish a recurring investment plan.

Open an account
Recurring Investment FAQs
How do you fund a recurring investment?
At what frequency can you set a recurring investment?
What should you know before you start?