Auto Invest · Investall Pro

Pick a strategy. Auto Invest runs it.

Choose a ready-made portfolio, fund it, and Auto Invest buys the holdings and keeps them in line with the strategy as markets move. Activating Auto Invest is part of Investall Pro.

How it works

Three steps to start

  1. 1

    Choose a strategy

    Browse core portfolios, themes and sectors, strategies built with Investall AI, and portfolios modelled on famous investors. Every strategy shows its holdings and a risk level from 1 to 10.
  2. 2

    Fund and schedule

    Invest at least $500. You can also add a recurring contribution, weekly, every two weeks or monthly, from your linked bank account.
  3. 3

    Review and activate

    Activation happens during market hours (9:30 AM – 4:00 PM ET on trading days). If your deposit hasn't settled yet, the buys run as soon as it does.

In the app

See it in the app

Choose a strategy, set the amount and schedule, review, and activate. Here's the flow as it looks on the web.

The details

Good to know

  • Minimum investment: $500.
  • One Auto Invest strategy can be active at a time. To switch, stop the current one first.
  • Strategies from the catalog rebalance automatically as the market moves.
  • You can also describe what you want and have Investall AI suggest a portfolio, which you review before investing.
  • If you invest less than your full cash balance, the cash you don't invest stays in your Self Directed account.
  • Your money is held in your own brokerage account at Alpaca Securities LLC, member FINRA/SIPC.

Stopping

You're in control

You can stop Auto Invest whenever the market is open. Stopping sells the strategy's holdings.

You can always stop a product, even if your Pro subscription has ended.

Risks

Auto Invest portfolios are invested in the market and can lose value. A strategy's risk level is a guide, not a guarantee. Rebalancing and selling can create taxable gains in a taxable account.

Ready to get started?

Create your account

Investall, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Brokerage services are provided by Alpaca Securities LLC, member FINRA/SIPC. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Nothing on this page is a recommendation to buy or sell any security. See our disclosures.


Investall is a SEC-Registered Investment Advisor that facilitates account openings through Alpaca Securities LLC. Alpaca Securities LLC are members of SIPC. SIPC which protects securities and cash for customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochures are available upon request or at www.sipc.org.

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