Automatic Investing

Automatic Investing

What is Automatic Investing?

Automatic investing is a way to set up a routine investing schedule for your investment accounts. Once set up,  the plan will automatically invest your funds into investments you have selected for your self-directed automatic investing plan. Automatic Investing accounts are typically set up for long term investment accounts including Cash/Margin, Corporate, Trust, and Retirement Accounts (IRA's).

Schedule Automatic Investing for
Mutual Funds, ETFs, Stocks, Bonds, Leaps

See How the AutoShares Automatic Investing Scheduler Works


Stress Free Investing

Over time, an Automatic Investment Plan helps you build up your assets and portfolio investments without the hassle of daily monitoring. Once you set up the program, your monthly contributions and investing activity is done automatically, freeing you up to keep your plans on schedule. You can change or stop your contribution amounts at any time. An automatic investment plan can be set up to fund Cash/Margin Accounts, Retirement Accounts(IRA, Roth, 401k, etc.), and College Savings(529 Plans).

Here's how it works

Sign up for an AutoShares Automatic Investing Services
Select Funds from No Load Mutual Funds List Below
Specify the dollar amount you wish to invest on a weekly, bi weekly, or monthly basis
Schedule investments on a weekly or monthly basis using automatic withdrawal (ACH) from your bank account
All sales are made with market or limit orders and are subject to applicable commissions.

Investment Choices

When you select AutoShares Automatic Investing Services for your AutoShares Online Brokerage Account, routine investments are scheduled for order execution based on your pre-determined instructions. You can use this service to manage Cash, Margin, Trust, Retirement, and Educations Saving Plans.

This service is ideal for your pre-planned purchases of Stocks, Options (Leaps), Mutual Funds and ETFs.

Benefits of an Automatic Investment Plan

1. Fully Funded Investment Accounts based on your Schedule.  With an automatic investing plan, your Cash/Margin Accounts, Retirement Accounts(IRA, Roth, 401k etc), and College Savings accounts can be funded and investing according to your instructions.

2. Dollar Cost Averaging: A way of investing into a particular investment on a fixed schedule. The result of purchasing investments on scheduled intervals is that typically, more shares are purchased when prices are low, and fewer shares are bought when prices are high, resulting in an average cost that is lower than if the entire purchase was made at one time.

Get Started, Today.

Individual Investors – Autoshares provides brokerage account services for Cash/Margin, IRA's, Trusts, and other account types. Benefits include access to a wide selection of investing and trading products.

Corporate and Employee Accounts – AutoShares provides Corporate, LLC, 401k, IRA/SEP, 10b51 Plans, and Employee Stock Option Conversion accounts. Benefits include access to a wide selection of investing and trading products.

Registered Investment Advisors - Autoshares offers custodial brokerage account services to RIA's. Benefits include a selection of account types, investing and trading products, and advanced technologies for account management.

Institutional Accounts– Autoshares offers a selection of account types, front end trading solutions, and market connectivity services through API connection.

Application Developers and Third Party Systems -  Our state of the art technology infrastructure is available to third party application developers. Creative companies can integrate third party applications with our data center and order management system.


For more information, please Contact Us

Phone Number+1-800-847-8495

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