If you’ve set up a repeated investment but noticed that it didn’t execute as expected, it’s usually due to one of the following common reasons:
Insufficient Balance
The most frequent cause of a failed investment is not having enough funds in your Primary Pocket. If your balance is too low at the time of the scheduled order, the investment will not go through. When this happens, you’ll typically receive two notifications:
One before the scheduled order.
Another at the time of the attempted execution.
💡 Keep in mind that the money from repeated investments can be taken only from your Primary Pocket, not your bank account. Make sure your Primary Pocket has enough balance before the scheduled investment date.
Technical Errors
In rare cases, a technical issue may prevent the investment from being executed.
If this occurs, the transaction will appear as errored in your Activity Feed.
Unfortunately, we’re unable to recreate or retry the failed transaction automatically.
If your investment was impacted by a technical error and you still want to make the purchase, you’ll need to do so manually through the Invest button on the stock's page.
In both situations, insufficient balance or a technical issue, your transaction will be clearly labeled as errored in the app so you’re aware that the repeated investment did not complete.
Dates Variability
There are some instances in which the repeated orders might run on different dates than the ones expected.
Bank Holidays: If your recurring buy order is scheduled for a U.S. Bank Holiday, the order will be delayed and executed on the next available market day when the market reopens.
Last Day of the Month: Since not all months have the same number of days, if you set up a recurring investment on the last day of the month (e.g., the 31st), the app will automatically adjust for shorter months. In those cases, the order will run on the last possible day of the month (e.g., the 28th for February).