How do I establish automatic or systematic investments (an Automatic Investment Plan)?
When you open a new account online through Account Access, you can purchase shares electronically (and/or establish an Automatic Investment Plan) by providing us with bank account information. However, if your account was not opened online, we probably do not have your banking information. To set up automatic investments, please download, complete and mail the Express Service Form along with a voided check. A Medallion Signature Guarantee is required on this form. Once we receive the form, we will set up automatic investments. The minimum subsequent investment is $50.
