Fund an Automatic Investment Plan with your cash balance

Let's say you want to pay for your Automatic Investment Plan purchases by using monies in your ShareBuilder money market cash balance or FDIC Insured cash balance. These steps will help you do that:

  1. Navigate to Trade > Automatic Investing (sign in required) and once there, click, on the Edit link next to the Funding Source. Or if you are creating your Plan, it will be the third step in Plan Setup process.
  2. Select the Use my cash balance. That's it. Just click Next and keep following the steps (if you're setting up a brand new investment plan) or click Save (if you're editing a plan you've set up already).

Tip: Check out some ways to fund your ShareBuilder cash balance:

Tip: Changes to your Automatic Investment Plan need to be done before 5:00 PM ET on the business day before an investment Tuesday (generally Monday at 5:00 PM ET). And, enough funds must be available in the cash balance at that time. Otherwise, the plan won't execute for the current week.