Automatic Investments

Schedule regular, automatic transfers from your bank account to your Fidelity account with automatic investments.

Take control of your cash with regular money transfers

  • Set up monthly, quarterly, or semiannual investments into your brokerage, retirement, 529 savings, or other eligible Fidelity accounts.
  • Transfer money from your bank on a regular basis to provide cash for investing or everyday spending. 
  • Purchase additional shares of mutual funds you already own.*

Other steps to consider

Open an accountDon't have the account you want to transfer to yet? Many can be opened easily online.

Set up by mailUse this option if you would prefer to print and mail an automatic investments form.