Guide to Setting Up Recurring Automatic Contributions to a Justwealth Account

Click "Client Portal"

Enter your email address and password, and click Log In.

You will be taken to your Client Portal Dashboard. Click "Start Automatic Contribution"

Click "Start Automatic Contribution"

Click From, and select the bank account from which you would like to draw your recurring contribution. If you would like to contribute from an account not listed here, and if you have your your Financial Institution identifier, branch and account number, you may select the Add New Bank Account (Manual) option. If you don't have all that information handy, you can choose Add New Bank Account (Plaid) to securely connect your financial accounts in seconds.

Select the Justwealth account which you would like to receive the recurring contribution.

Enter the Amount of the recurring contribution.

Select the frequency of the recurring contribution via the Schedule dropdown.

Select the Start Date for the recurring contribution - this may be today or a later date.

Click "Submit Deposit".