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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.*

Next steps

Enroll online. lock_green First, set up the electronic funds transfer (EFT) feature. Then, you can create, view, or update your automatic investment schedule online.

Enroll by mail. If you prefer to sign up by mail, complete and mail the appropriate form to the address indicated.
Automatic investment plans do not ensure a profit nor do they protect against a loss in declining markets.
*Fidelity does not charge a fee for automatic investments in Fidelity funds or No Transaction Fee (NTF) FundsNetwork funds. After the initial investment, a $5 fee is charged per automatic investment into a FundsNetwork transaction fee fund. Other regular mutual fund fees may also apply.
To see if a fund you own is eligible for automatic investments, visit the fund’s research page and look for "Automatic Account Builder" under the Fees & Features tab.
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Thank you for choosing the Fidelity® Cash Management Account

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Enroll by Mail.