How do I set my plan to execute one-time only?

With the Automatic Investment Plan, you can set up a one-time investment or invest on a recurring basis. The plan is flexible to fit your needs.

To set your plan to make a one-time investment, please follow the instructions below:

  1. Navigate to Trade > Automatic Investing (sign in required).
  2. Click the Edit link next to Frequency.
  3. Select One-Time for the Investment Frequency.
  4. Choose your Investment Day.
  5. Click Save and you're all done.

Tip: 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.

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).

Alternatively, if you do not have the funds in your ShareBuilder account right now, but want to keep your plan switched on and invest when the funds are available in your account, you can do that too. Just set up a deposit whenever the mood strikes your fancy