How do I make a one-time investment using my Capitalyze® account?

It’s easy to make a One-Time Investment. Here are the steps:

• From the main menu of your Capitalyze® app, select ‘Lump-sum’
• Select the amount option and enter the amount you’d like to invest
• Enter a ‘Nickname’ that best describes the reason for the investment so you can know why you invested the money when you refer to the logs at a later date
• Tap confirm

You should see your investment hit your Capitalyze® account within 1-3 business days.