Content goal: Mirror the equities recurring entry point in the crypto order types menu.

Implementation: Added a subheader with the same format and sentence structure as the equities recurring entry point.

Content goal: Revise this screen so the options are more clear to crypto and there’s transparency around the time of order placement.

Implementation: Previously, the options were “daily,” “weekly,” “biweekly,” and “monthly.” Because crypto orders would be placed 7 days a week (instead of 5 like equities) and “biweekly” has 2 accepted definitions, we revised the options to make them more conversational and relevant for crypto. This ended up being a fairly high-effort change because it had impacts across the UI and customer communications.

Content goal: Clearly lay out the payment method options and explain how crypto buying power works.

Implementation: In the equities version of recurring investments, this screen had a subheader, but I removed it because I found the header to be sufficiently clear. Once crypto buying power was selected, I added text above the CTA to help clarify that crypto cannot be purchased using unsettled funds from selling equities.

Content goal: Meet a legal requirement to avoid entity entanglement and explain to the customer that any ACH transfer we start for a crypto recurring investment will land in their brokerage account first. Maintaining separation between Robinhood Financial and Robinhood Crypto win our designs as a key legal requirement throughout this project.

Implementation: Worked with the Crypto legal team to edit the gray disclosure text above the CTA from 7 lines down to 5. Aimed to keep it as conversational as possible.

Content goal: Revise the existing backup payment method screen to soften the language, as customers had expressed in research that they were wary of a mechanism that would pull money automatically from a bank account.

Implementation: Changed header verb from “Choose” to “Add” to make it a less forceful imperative. First sentence of subheader clearly explains how the backup payment method works. The second sentence drives home that it’s optional.

Content goal: Summarize key details of the recurring investment.

Implementation: Preserved most of the existing review screen from equities, but changed the amount row to “Amount in USD” so it’s clear that it’s dollar-based ordering, not coin-based.

Content goal: Explain how the collar on crypto recurring orders works so users aren’t surprised when their orders under-execute.

Implementation: I suggested adding this alert (accessible through amount row tooltip on review screen) to ensure users had some context for how orders are placed and why they may under-execute. The “Learn more” secondary CTA links to our Help Center article, which offers a more in-depth explanation.

Content goal: Summarize all the details of the investment and slot in some required disclosure language.

Implementation: This screen closely mirrors the equities version. In the order summary section, I advocated to include the time window when orders are placed again, since that is one of the most frequently-asked questions from users.

Content goal: Reiterate details of investment in a receipt-style screen.

Implementation: Aimed to keep the language on this screen consistent with the rest of the crypto flow and with the equities flow.

Content goal: Communicate key order details with any relevant status updates.

Implementation: I documented and revised over 40 variants of the status updates for this screen across equities and crypto to account for every possible edge case.