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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.

For 529s

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." 

For Mutual Funds

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.
Manage your Automatic Investment Plan

Manage your Automatic Investment Plan
Related Resources

Investing in securities products involves risk, including possible loss of principal. The return and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Automatic investment plans don't assure a profit or protect against loss in declining markets.

Mutual funds are distributed by Victory Capital Services, Inc. (VCS), member FINRA, an affiliate of Victory Capital.

All investing involves risk, including the potential loss of principal.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Victory Capital. All examples are hypothetical and for illustrative purposes only. You should obtain relevant and specific professional advice before making any investment or other decision. This material is based in part upon information from third-party sources that we believe to be reliable, but which has not been independently verified by us and, as such, we do not represent that the information is accurate or complete.

20220926-2438801

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©2023 Victory Capital Management Inc.