Schedule regular, automatic transfers from your bank account to your Fidelity accounts and annuities.
- Set up a schedule of investments into an IRA, 529 Plan, or other account to help achieve your savings goals
- Make additional purchases of a mutual fund(s) you own*. To see if a fund you own is eligible for automatic investments, look for Fund Facts in each fund's description in the Research > Mutual Funds tab
- Transfer money from your bank on a regular basis to provide cash for investing or everyday spending
Enroll Online
If you haven't already established Electronic Funds Transfer for your accounts, you will need to do that first. Log in to create, view, or update your automatic investment schedule online.
Enroll By Mail
If you prefer to sign up for automatic investments by mail, download the appropriate form and complete, sign, and mail it to the address indicated.
