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Advantages of an Automatic Investment Plan

An Automatic Investment Plan is one of the best ways to invest. Automatically contribute funds from a personal account to be invested in a range of investment options on a schedule of your choice (e.g., biweekly, monthly, quarterly, annually).

 

  1. Start an Automatic Investment Plan with as little as $50 a month and easily add to your plan to achieve your desired goals.
  2. Set it and forget. It's easy to automatically pay yourself first and invest consistently over the long term.
  3. Take advantage of compound interest, which really makes a difference over time.

 

 

How to set up or edit your Automatic Investment Plan

How to setup or edit your 529 AIP plan on vcm.com?

  1. Sign in and select the 529 account that you wish to establish or edit your Automatic Investment Plan. Your 529 account is located in the center of the page under “My Portfolio.”
  2. Select “Manage recurring contributions” located on the left-hand side of the screen under “Overview.”
    • For New Automatic Investment Plans select, “Add a new recurring contribution instruction” and enter the dollar amount, frequency and bank information.
    • If you wish to edit an existing Automatic Investment Plan, please locate your existing plan on this screen and select the “Edit” button.
  3. Select "Next" to get to the confirmation screen.
  4. Select "Submit."

How to setup or edit your 529 AIP plan on the mobile app?

  1. Sign in and select the 529 account that you wish to establish or edit your Automatic Investment Plan. Your 529 account is located in the center of the screen under “Holding Groups.”
  2. Select the down arrow next to “Transact” and then select “Manage recurring contributions.”
    • For New Automatic Investment Plans select, “Add a new recurring contribution instruction” and enter the dollar amount, frequency and bank information.
    • If you wish to edit an existing Automatic Investment Plan, please locate your existing plan on this screen and select the “Edit” button.
  3. Select "Next" to get to the confirmation screen.
  4. Select "Submit." 

How to setup or edit your Mutual Fund AIP on vcm.com

  1. Sign In and select “Automate Your Investments” located on the top right-hand corner of the web page.
  2. Next, please select “Add” located on the top right-hand corner of the web page.
    • If you wish to edit an existing automatic investment plan, please locate your existing plan on this page and select the kebab menu (three vertical dots) and then “Edit.”

How to setup or edit your Mutual Fund AIP on the mobile app

  1. Sign In and select “Automate Your Investments” located below the “Place a Trade” button on the main dashboard.
  2. Next, please select “Add a new Automatic Investment Plan” located on the top of the mobile app page.
    • If you wish to edit an existing automatic investment plan, please locate your existing plan on this page and select the pencil icon.

How to setup or edit your 529 AIP plan on vcm.com?

  1. Sign in and select the 529 account that you wish to establish or edit your Automatic Investment Plan. Your 529 account is located in the center of the page under “My Portfolio.”
  2. Select “Manage recurring contributions” located on the left-hand side of the screen under “Overview.”
    • For New Automatic Investment Plans select, “Add a new recurring contribution instruction” and enter the dollar amount, frequency and bank information.
    • If you wish to edit an existing Automatic Investment Plan, please locate your existing plan on this screen and select the “Edit” button.
  3. Select "Next" to get to the confirmation screen.
  4. Select "Submit."

How to setup or edit your 529 AIP plan on the mobile app?

  1. Sign in and select the 529 account that you wish to establish or edit your Automatic Investment Plan. Your 529 account is located in the center of the screen under “Holding Groups.”
  2. Select the down arrow next to “Transact” and then select “Manage recurring contributions.”
    • For New Automatic Investment Plans select, “Add a new recurring contribution instruction” and enter the dollar amount, frequency and bank information.
    • If you wish to edit an existing Automatic Investment Plan, please locate your existing plan on this screen and select the “Edit” button.
  3. Select "Next" to get to the confirmation screen.
  4. Select "Submit." 

How to setup or edit your Mutual Fund AIP on vcm.com

  1. Sign In and select “Automate Your Investments” located on the top right-hand corner of the web page.
  2. Next, please select “Add” located on the top right-hand corner of the web page.
    • If you wish to edit an existing automatic investment plan, please locate your existing plan on this page and select the kebab menu (three vertical dots) and then “Edit.”

How to setup or edit your Mutual Fund AIP on the mobile app

  1. Sign In and select “Automate Your Investments” located below the “Place a Trade” button on the main dashboard.
  2. Next, please select “Add a new Automatic Investment Plan” located on the top of the mobile app page.
    • If you wish to edit an existing automatic investment plan, please locate your existing plan on this page and select the pencil icon.