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How do I change my Set Schedule settings?

You can adjust your Set Schedule in the app or on the web.

To adjust Set Schedule on the app:

To change the amount

  1. Log in to your account and go to Account
  2. Select Set Schedule
  3. Tap Edit
  4. Select the checkbox for the Set Schedule you want to change
  5. Tap Set amount
  6. Input the amount you want to set
  7. Select Done to confirm your change

To change the frequency

  1. Log in to your account and navigate to Account
  2. Select Set Schedule
  3. Under Frequency, tap the drop-down menu to adjust how often your Set Schedule will be triggered

You will be returned to the Set Schedule management page once your change is successful. To adjust more than one Set Schedule setting, repeat the process until you’re satisfied.

To adjust Set Schedule on the web:

  1. Log in to your account and navigate to Account
  2. Navigate to My Portfolio
  3. Scroll to the bottom and select Edit Set Schedule
  4. Select the Set Schedule variable you’d like to change (frequency, amount, etc.) and make the appropriate adjustment
  5. Scroll down and click Save changes

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