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Ability to mark Investment Transactions as Recurring (edited)

orange_rijder

I use my individual brokerage account in lieu of a separate checking account. I have my employer direct deposit my paycheck directly into it as if it were a checking account. Then I have some bills get paid automatically from it, like my car insurance. However, when I select the transaction, I can't mark it as a recurring bill, apparently because simplifi doesn't think that's possible in an investment account. It would be nice if that was an option.

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Comments

DannyB

I wonder if you can set it up as a recurring transfer? Not sure how that would work with something like an insurance premium payment.

Or, could you change the type of account from investment to checking? Again, not sure that would be possible but so.ething to check.

SRC54

I also want to set up recurring transactions such as dividends and payments in my Brokerage account. It seems strange that it isn't there. Upvoted.

User1727

Has any inroads been made on this? I also basically live out of my brokerage account in lieu of a traditional checking account, with my paycheck direct deposited to it and I pay all my bills from it, so being able to see my direct deposit into my brokerage account auto populate as income and not have to manually enter values would be nice.