Before we launched the new recurring investments experience in Nov 2023, there was no way to automatically invest stocks or etfs. Users could auto invest mutual funds that they already owned. This latter flow could be found inside recurring transfers- a location that felt singular and out of place. How might we resolve structural issues within our existing offerings, and launch a net new product that benefits our users and business goals?

Before we launched the new recurring investments experience in Nov 2023, there was no way to automatically invest stocks or etfs. Users could auto invest mutual funds that they already owned. This latter flow could be found inside recurring transfers- a location that felt singular and out of place. How might we resolve structural issues within our existing offerings, and launch a net new product that benefits our users and business goals?

Before we launched the new recurring investments experience in Nov 2023, there was no way to automatically invest stocks or etfs. Users could auto invest mutual funds that they already owned. This latter flow could be found inside recurring transfers- a location that felt singular and out of place. How might we resolve structural issues within our existing offerings, and launch a net new product that benefits our users and business goals?

01. Quick access to recurring investment hub & trade ticket

02. Multi-invest add/delete securities