A
Live chart and header information related to the selected symbol provide customers with multiple data points to inform their investment decisions.
B
All investment fields and interactions are isolated in the right-side ticket, away from the customer’s central panel. The slimmer, vertical ticket also enables faster scanning and reduces cognitive load.
C
Active investments are located in the bottom panel, where customers can edit, cancel, or pause any existing investments.
A funding method field is also included, allowing customers to link their bank account in case a recurring investment exceeds their current buying power, thereby eliminating any interruptions.
The confirmation screen provides a clean, easily digestible summary of your intended investment. It also includes additional context and tooltips to eliminate further confusion about when investments will recur once a new month or period begins.
A shift in perspective
This design stands apart from the usual trading experience, as all trading tickets are formatted in a horizontal pattern along the bottom of the page. Using a vertical ticket here was intentional, with the goal of eventually moving all trading tickets to a vertical format for better readability and less visual clutter in the main trading space.
Conclusion
Once live, the recurring investments feature quickly gained traction - empowering over 11,000 customers to create and manage their first automated investment and driving roughly $2.6M in transactions.