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The "steady-as-she-goes" investment plan

If you are looking to build wealth over the long term, automatic investing may be the right way to go. Our Automatic Investment Plan allows you to buy stocks, mutual funds, and exchange traded funds (ETFs) on a regular basis.

Everything works on a regular schedule so you can take advantage of dollar-cost averaging as the stock prices fluctuate. Each trade will cost $4 or less1, depending on your pricing program.

How does it work?

Pick your investments

Select which stocks, mutual funds, or ETFs you want to invest in and add them to your plan. Then determine how much you want to invest by entering a dollar amount. View example

Set a schedule

After selecting what to purchase, you need to decide when your plan will invest. The schedule can be as flexible as you want it to be. Invest weekly, monthly, or every two weeks. View example

Put your money in

After selecting an investing schedule, you need to determine how to fund your plan. Your money will be transferred from your checking or savings account for free. View example

Manage Plan
Securities products are: Not FDIC insured • Not Bank guaranteed • May lose value