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Automatic Buy

Invest on your schedule. Make it automatic.

Investing consistently is key to building your savings. Start with as little as $100, schedule recurring transactions, and adjust anytime.

Set up Automatic Buy

Stick to your investment plan in 1-2-3

Our step-by-step guide can help you set up Automatic Buy for funds you already own, or select from more than 100 low-cost, no-load mutual funds.

Step 1

Choose your funding source

Step 2

Decide how much you want to invest and how often

Step 3

Select which funds to invest in

View Transcript

Automatic Buy is a smart and easy way to save for the future you want.

By scheduling automatic investments, you can help build your savings and have one less task to worry about every month. The service is free and setting up is as simple as 1-2-3

.Once you’re logged in, you can begin. The first step is to select your funding source.

Next, choose how often and how much you want to invest. It can be as little as $100 a month, on whatever schedule works for you.

Then pick one or more of your open mutual funds to invest in.

The final step is to simply review and submit your choices. No checks to write. No investment slips to mail. Never miss an IRA contribution again.

Set up Automatic Buy today.

Set it—don’t forget it

Save time and stay on track by automating your investments.

Set up Automatic Buy

Why automate your investing?

Save time

Have one less thing to do—select your Automatic Buy settings and we’ll take care of the rest.

Stay on track

Keep your goals and your budget in focus by contributing consistent amounts to your portfolio over time.

Avoid emotional investing

Don’t try to time the market. Stay committed to a regular investment plan, even during short-term volatility.

Take advantage of market shifts

Buying more shares when prices dip and fewer when they rise, or dollar cost averaging, may reduce your average cost per share over time.1

Invest for your short- and long-term goals. We can help.

Set it—don’t forget it

Save time and stay on track by automating your investments.



Set up Automatic Buy

Talk to us

Speak with a Financial Consultant for general investment guidance and educational resources.

Monday–Friday, 8 a.m.–8 p.m. ET.

Call 1-866-264-5579

Financial advice solutions

We offer different levels of advice that can help you achieve your goals and build a secure financial future.

Explore Advice Solutions

(1) Investing through Automatic Buy cannot assure a profit or protect against loss in a declining market. Since it involves continuous investment regardless of fluctuating price levels, investors should consider their financial ability to continue purchases through periods of both high and low price levels.

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