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Automatic Investment Plan

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Create a strategic investment plan while saving time, money and helping the environment

Experience the convenience of an Automatic Investment Plan (AIP). Have purchases into your mutual fund account(s) automatically transferred from your bank account on a pre-determined monthly, quarterly or annual basis, thus eliminating mail delays, postage costs and the excess paper created when mailing a check. Please see the Electronic Funds Transfer section for more information on how to add banking information to your account.

Making automatic purchases into your mutual fund account(s) can be part of a dollar-cost averaging investment strategy. You can learn more about this topic by clicking here.

Automatic Investment Plan basics:

Work closely with your financial advisor to determine not only the appropriate fund(s) for you to invest in, but also the dollar amount and frequency of your investments. If you are not currently working with a financial advisor, click here to find a qualified advisor in your area.

You and your financial advisor will need to determine the following about your AIP:

  • Fund selection for each investment
  • Amount of each investment
  • Investment frequency (monthly, quarterly or annually)
  • Date of first investment
  • Which bank account (checking or savings) to use

Each investment is processed automatically, according to the details of your plan. If you want your AIP purchase to support a dollar-cost averaging investment strategy, keep in mind that such a strategy involves continuous investments in securities, regardless of fluctuating price levels. Investors should work with their financial advisor to determine their financial ability to continue purchasing shares through periods of low price levels or changing economic conditions. Such a plan does not assure a profit, nor protect against a loss in a declining market.

How to start your plan

You can establish an automatic investment plan when opening a new account by completing the Bank Information and Automatic Investment Plan sections of the new Account Application.

For existing accounts, you can establish an automatic investment plan online if you’ve registered for online account access at and already have current bank account information on your existing mutual fund account(s). Just sign in and select “Account Options” under the “My Home” tab, and then click “View.”

If you’re not registered for online account access and haven’t linked a bank account to your mutual fund account(s), simply complete Sections 1, 2 and 7 of the Account Options Form, attach a preprinted voided check or preprinted savings account deposit slip, and mail both to the address listed on the last page of the form.

If you have questions or need assistance completing the form, please contact Shareholder Services at (800) 632-2301. Customer Service Representatives are available Monday through Friday, from 5:30 a.m. to 5:00 p.m. Pacific Time. 




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