AUTO INVESTMENT FORM AIF

Instructions and help about AUTO INVESTMENT FORM AIF

today I will show you how to set up automatic Investments on Fidelity if you're using Fidelity this is one of the most underrated features that can help you save time and gives you the benefit of dollar cost averaging automating your investment process on Fidelity is an easy and effective way to start investing Please be aware that if you do not currently hold your selected mutual fund you will have to manually execute your first trade Additionally you must make sure that your account has enough cash available to handle the automatic investment first you need to visit Fidelity's scheduled transfers page the link to that page is in the video's description you will be required to log into your Fidelity account next click on setup and automatic investment select one of the Fidelity accounts on your list if you have more than one determine the sources of your funding you have the option of selecting either your current core position or an external bank account lastly click continue to set