You can establish a program of regular purchases, 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.
- Online:Log in to your account. You can establish, delete or change an automatic transaction online by choosing “Automatics” in the quick link menu on the Portfolio Overview page. You need to have authorized telephone/online purchase privileges and have bank information on file with us to buy shares online. If you wish to add these privileges, complete the Account Services Form (PDF).
- By Mail:
To sign up for an automatic investment, redemption or exchange program on an existing account, use the Automatic Transactions Sign-Up Form. Send it to:
P.O. Box 219486
Kansas City, MO 64121-9486
330 W. 9th Street, 1st Floor
Kansas City, MO 64105-1514
Attn: Shareholder Services
For new accounts, you can sign up for the automatic investment program when you complete the account application.