Recurring ACH Purchase Tutorial

At Monetary Metals, we’re dedicated to helping you grow your gold and silver holdings over time.  

With our recently released monthly recurring purchases feature, you can schedule recurring purchases of gold and silver, directly from your Client Portal. 

Here’s everything you need to know to get started. 

Why set up a recurring purchase schedule?  

Automated monthly purchases enable you to invest on autopilot, consistently adding to your gold and silver holdings, with minimal time and effort. 

• Convenient Dollar-Cost Averaging: Grow your holdings steadily over time, smoothing out any volatility in your cost basis.  

• Flexible Scheduling: Choose between executing purchases on the 1st, 16th, or both dates, every month.  

• Quick Processing: Transactions are typically completed in 2-3 business days. 

• Order Confirmation: You receive an email confirmation once your purchase is executed. 

• Experience Saving in Gold and Silver: Setting up recurring purchases enables a more seamless savings experience in gold and silver. Regularly convert your dollars to precious metals and put those metals to work earning between 2% to 5% annually in our leasing program, paid in additional ounces of metal.  

How to set up monthly recurring purchases in your client portal 

Follow these simple steps to create your recurring purchase schedule: 

Step 1: Navigate to the Recurring Purchases Section 

• Log in to your Client Portal. 

• Click on the Trade tab, then select Recurring Purchases.

Step 2: Add a Recurring Purchase 

• Click the Add a Recurring Purchase button to start setting up your schedule. 

Step 3: Set Your Purchase Preferences 

• Follow the prompts to specify your recurring purchase details, including the amount and frequency. 

• Note: There is a $100 minimum amount per metal.

Step 4: Add a Payment Method (if needed) 

• If you don’t already have a payment method saved, you’ll be prompted to add one before proceeding. 

• Click the settings button in the top right corner. 

• Then click the Payment Methods tab on the bottom of the settings page.

• Then click Add a payment method which should drop down into two options: Login with Plaid or Manually enter and verify account.

• Follow the on-screen instructions to add a payment method to your account. 

Step 5: Finalize Your Schedule 

• Once you’ve entered all the details, click Create Schedule to complete the setup. 

Step 6: Verify Your Schedule 

• Return to the Recurring Purchases section in the Trade tab to confirm your schedule. You should see your upcoming purchase details listed. 

Tips for Success 

• Ensure your linked payment method is active and has sufficient funds. 

• You can adjust or cancel your recurring purchases anytime through the Client Portal. 

Need Assistance? 

We’re here to help! If you have questions or need support, feel free to schedule a call with our Relationships Team. 

Automatically save in gold and silver with monthly recurring purchases, plus the monthly interest you earn in ounces with Monetary Metals.  

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Want to talk with us about our Gold Fixed Income products? Schedule a call with a Relationship Manager today!