How to Establish Recurring Contributions
What are Recurring Contributions?
Recurring contributions are automatic, scheduled deposits that help you consistently invest over time without needing to manually initiate transfers. Whether you’re contributing to a taxable investment account, Roth IRA, or another type of investment account, recurring contributions can help support a consistent investment habit and long-term financial goals.
You can fund these contributions directly from a connected bank account or from your Betterment Cash Reserve, providing you flexibility depending on how you manage your short-term and long-term savings.
How to set up Recurring Contributions on Embark – External Deposit
To set up a recurring contribution, go to www.Embark-Invest.com and log in to your account. Navigate to the desired account from the menu on the left side of the screen. Once in the desired account click “Deposit” on the top right side of the screen. Select which account you are depositing the money from, and make sure you are depositing to the correct account. In the drop-down menu under Frequency, select how often you want the recurring contributions to happen (Monthly, Twice a month, Every other week, Weekly). Select which day of the week and/or the starting date of the deposits, and the amount of each deposit. Click “Review deposit” and make sure the information is correct. Once reviewed, select “Submit deposit” and your recurring contribution is all set.
How to set up Recurring Contributions on Embark – Internal Transfer
(Cash Reserve)
To set up a recurring contribution, go to www.Embark-Invest.com and log in to your account. Navigate to the desired account from the menu on the left side of the screen. Once in the desired account click “Transfer or rollover” on the top right side of the screen, select “Transfer within Betterment” from the drop-down menu. Under “From” select your cash reserve, and under “To” select the desired account. In the drop-down menu under Frequency, you can select how often you want the recurring contributions to happen (Monthly, Twice a month, Every other week, Weekly). Select which day of the week and/or the starting date of the deposits, and the amount of each deposit. Click “Review transfer” and make sure the information is correct. Once reviewed, select “Submit transfer” and your recurring contribution is all set.
How to Edit Recurring Contributions on Embark
On your Embark Home tab, navigate to the account in which you want to edit your recurring contribution. In the overview tab, in the middle of the screen is a “Recurring transactions” box, click “Edit” on the right-hand side. From there you will be able to edit your recurring contribution or remove the recurring contribution. To edit, change the desired information and click “Update recurring deposit”. To remove, click “Turn off recurring deposit”.
Have questions?
If you have any questions about holdings in your account or one of our models, or perhaps have another question about our services, you can contact us directly at 920.785.6012 or email us at clientservices@embark-invest.com. Betterment maintains a support line you can also call for help with navigation, linking your accounts or other site functionality. You can call the Betterment for Advisers support line at 800.400.1571.
Last updated June 3, 2025
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