How do I switch my plan off?

You can switch off your Automatic Investment Plan by following the instructions below:

  1. Navigate to Trade > Automatic Investing (sign in required).
  2. Click the Edit link next to Plan Status.
  3. Select the Switch off my Plan radio button.
  4. Set up a reminder email to turn the plan back on.
  5. Click Save.

Changes to your Automatic Investment Plan must be done by 5:00 PM ET on the business day before an investment Tuesday (generally, Monday at 5:00 PM ET). Otherwise, any updates you made to the plan won't happen for the current week

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An active one-time investment automatically switches off at the deadline.

Switching off your plan won't affect any open orders. To view any orders that may be open on your account, go to Trade > Order Status (sign in required).