When setting up an auto-investment in the HappyNest App, please follow these easy steps:

  1. Log in to the HappyNest App and select the “Auto-Invest” button.

  2. If you have an investing goal already set up, the “Your Savings Goal” box will be prefilled with the auto-invest amount, your savings goal amount, and the age that you would like to achieve your savings goal by.

  3. If you have not set up an investing goal or would like to change your auto-investment, tap on the dollar value below the “How much do you want to invest?" line and enter the amount that you would like to invest.

  4. Then select how often you would like to make an auto-investment, “One-Time," Weekly,” or “Monthly."

  5. Tap the “Confirm” button at the bottom of the page. A confirmation page will appear.

  6. Tap the “Submit Deposit” button at the bottom of the screen to confirm the auto-investment and frequency.

The recurring investment will be in effect on the day it’s created and on the same day of the week (for weekly investments) or the same day of the month (for monthly investments).

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