Account Help
Set up Automatic Transactions

You can establish a program of regular investments, redemptions or exchanges. Investments can be sent directly through payroll deposit or transferred automatically from your bank account. There is no charge to participate in this service and you can stop at any time.

While making regular investments over time can effectively average the total cost of shares purchased, automatic investing does not ensure a gain or protect against a loss. You should consider your ability to continue making regular investments over time before enrolling in the program.

To sign up for automatic investments, redemptions or exchanges for an existing account, print the Automatic Transactions Sign-up Form, complete and sign it. Send it to:

Homestead Funds
c/o BFDS
P.O. Box 219486
Kansas City, MO 64121-9486

For new accounts, you can sign up for the automatic investment program when you complete the account application.