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CABLE 02355AIA 0217-Page 1 of 6DO NOT STAPLEIAbleAccount Financial Features Form Michael L. Fitzgerald, State Treasurer Use this form to add, change, or delete a recurring contribution, Electronic

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How to fill out recurring contribution automatic investment

01

To fill out recurring contribution automatic investment, follow these steps:

02

Log in to your investment account on the platform.

03

Navigate to the 'Contribution' or 'Investment' section of your account.

04

Look for the option to set up a recurring contribution or automatic investment.

05

Click on the option to proceed with setting up a new recurring contribution.

06

Specify the amount you want to invest automatically and select the frequency (e.g., monthly, quarterly).

07

Choose the investment or fund where you want your contributions to be allocated.

08

Review the terms and conditions associated with recurring contributions.

09

Confirm your selections and submit the request.

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If necessary, provide any additional information or complete any verification steps required.

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Once confirmed, your recurring contribution automatic investment will be set up and processed accordingly.

Who needs recurring contribution automatic investment?

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Recurring contribution automatic investment is beneficial for individuals who:

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- Want to regularly invest a fixed amount of money without the need for manual action.

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- Wish to maintain a consistent investment strategy over an extended period.

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- Have long-term financial goals and want to accumulate wealth gradually over time.

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- Seek to take advantage of dollar-cost averaging to mitigate the impact of market fluctuations.

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- Find it difficult to save regularly but want to build a disciplined saving and investment habit.

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- Value the compounding effect and want to maximize the growth potential of their investments.

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