Newbie Auto Invest Question

Welcome to the Community, @muchtolearn :wave:

If you have scheduled a recurring bank transfer, it is best to set the date 2-3 business days before the pie’s investment date. This way, there’ll be enough time for the funds to arrive, and the risk of the auto-invest failing due to insufficient funds will be minimal.

If the recurring deposit is linked to a debit card, setting it one day before the pie’s investment date should do the job, as card deposits are usually instant. We have covered this in more detail here.