Last Updated on May 29, 2026 by Chin Yi Xuan
Automating your investment is one of the easiest ways to build a sustainable investment routine.
In this post, let me walk you through how to set up recurring investments on your Interactive Brokers (IBKR) account!
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Conditions to set up a recurring investment in Interactive Brokers (IBKR):
Q1: Who can use the recurring investment feature in IBKR?
Recurring investment is available to IBKR users that has fractional share trading enabled, with account opened under IBLLC, IBUK, IBAU, IBCAN, IBIE, IBHK, or IBSG.
Q2: What stocks and markets are eligible for recurring investment?
The recurring investment feature is available for US, Canadian, and European stocks/ETFs. Only stocks/ETFs that are tradable in fractions are eligible.
FIND OUT MORE: Interactive Brokers (IBKR) Fractional Shares
Q3: What is the minimum investment amount for recurring investment?
The minimum investment amount for a recurring investment is 10 for all currencies except SEK (Swedish Krona) which has a minimum of 100.
Q4: At what price does reinvestment take place?
Recurring investments are filled through Volume-Weighted Average Price (VWAP) orders submitted on a best-effort basis at market open on each scheduled purchase date.
Q5: What happens if my account does not have enough funds at the time of the recurring investment?
An account lacks funds on the occurrence date the recurring investment system will attempt the next 2 days. If on the 3rd day the account still lacks the funds, then the occurrence date will be incremented by the frequency.
If on the next occurrence date the account again lacks funds then the instruction will be canceled.
Q6: What happens if I don’t hold the currency the stock is denominated in?
If you don’t hold the currency the stock is denominated in, IBKR will auto-convert currencies to complete the trade.
Step-by-step: How to set up recurring investment on Interactive Brokers (IBKR)
Pre-requisite: Open an Interactive Brokers (IBKR) account.
To set up recurring investment in IBKR, I’d assume you already have an IBKR account.
If not, check out my step-by-step IBKR account opening guide HERE.
Step 1: Log in to your IBKR account.
Click the button below to log in to your IBKR account.
Step 2: Under ‘Trade’, select ‘Recurring Investments’
Step 3: Select ‘Create Recurring Investments’
Step 4: Set up your Recurring Investment
(i) Key in the stocks or ETFs that you’d like to do recurring investments with, start date, and amount to invest in every interval:
(ii) Select your recurring investment interval
One thing I like about IBKR is the flexibility when it comes to setting recurring investment intervals.
You can choose from doing it as frequently as daily, weekly, to the usual monthly, and even annually.
(iii) If you wish, you can also select when you’d like your recurring investment to end.
There are 2 ways to do this:
- Specific date, or;
- Number of installments
If you’d like to keep your investment recurring without a cut-off point, just tick ‘No End Date’.
Step 5: Confirm your recurring investment:
Making changes to your Recurring Investment on IBKR
Making changes (eg. editing, canceling) your Recurring Investment on IBKR is simple.
Simply head to Trade > Recurring Investments and you’ll be able to view and edit them accordingly:
Verdict: Open multiple Interactive Brokers (IBKR) accounts for different investment/trading strategies and priorities.
So there you have it – how to open an additional account on IBKR without having to go through the entire account-opening process all over again!
This feature makes it convenient for me to separate my long-term investment portfolio and shorter-term trading portfolio – so I’ll never get confused with one another.
I hope this guide has been helpful – and if you’d like to learn more about IBKR, check out the button below!
Disclaimer:
This review is purely based on my personal experience and is updated as of the time of writing.
This article may contain affiliate links that will earn the blog a small fee if you click on them. This comes at no extra cost to you as a reader.
Promotional Relationship Disclosure:
This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.
None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.
Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit www.interactivebrokers.com.
Any trading symbols, entities or investment products displayed are for illustrative purposes only and are not intended to portray recommendations. There is a substantial risk of loss in foreign exchange trading. The settlement date of foreign exchange trades can vary due to time zone differences and bank holidays. The interest rate on borrowed funds must be considered when computing the cost of trades across multiple markets.
