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Every month when I get my paycheck into my Fidelity account, I manually log in and invest most of it (in VT), making sure I have about $10K remaining in cash so I can pay for any expenses during the month (e.g. credit card bills, rent, etc).

Is there any way to automate this process? e.g. is there a way to automatically invest any cash above $10K? I'm currently with Fidelity, but also happy to switch to other providers. Even better would be if I could automatically invest all the deposits in my account, and then when a withdraw happens, have it go against margin, which is then automatically paid back by selling some of my securities.



Submitted August 30, 2023 at 03:57AM by konnew88 https://ift.tt/LdmDC0j

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