Automatic Investments

Steps to Create New Automatic Investments

  1. Log In with your User Name and Password.
  2. Select the Buy/Sell tab and then select Auto Invest.
  3. Select Add next to the applicable account and follow the prompts. 

Steps to Change Existing Automatic Investments

  1. Log In with your User Name and Password.
  2. Select the Buy/Sell tab and then select Auto Invest.
  3. Select Modify next to the account you wish to change. 
  4. Choose the automatic investment you wish to change, select Modify and follow the prompts. 

Steps to Delete Existing Automatic Investments

  1. Log In with your User Name and Password.
  2. Select the Buy/Sell tab and then select Auto Invest.
  3. Select Modify next to the account you wish to change. 
  4. Choose the automatic investment you wish to remove, select Delete and follow the prompts. 

What You Need to Know about Automatic Investments

IRA accounts and Automatic Investments

Total contributions to your IRA cannot exceed the contribution limits for the tax year.

Are you the registered owner of the bank account you intend to use?

Only individuals listed on the bank account registration may request to start, increase, decrease, or hold an Automatic Investment on an existing or new account. If you are listed on the American Century Investments® account, but not on the bank account, you can only cancel an Automatic Investment.

7 Calendar Day Hold Notice

  • Automatic Investments (new, modify existing or stop an existing): The bank account on file used to create, modify or stop an Automatic Investment is subject to a 7 calendar day hold for online redemptions. The holding period begins the first business day after receiving the request.
  • Investments: Mutual fund shares purchased directly through American Century Investments are subject to a 7 calendar day hold, during which time will not be available for redemption. The holding period begins the first business day after receiving the request. This holding period applies to shares purchased through an Automatic Investment from a bank account on file.
  • Call Us: Please call 1-800-340-2021 during normal business hours and request a transaction that is not available online due to a hold on your bank account.

Reminders:

  • Automatic Investments do not stop automatically when an account is liquidated. Please be sure to stop all Automatic Investments before liquidating your account.
  • Confirmation statements are sent when an Automatic Investment is established or modified.
  • Confirmations for regularly-scheduled Automatic Investments are available securely online. Simply log in with your User Name and Password, choose the appropriate account under Portfolio of Accounts in the margin, and selecting the Transaction History tab. You can also view confirmations in your quarterly statements (see Help for Online Account Statements).
  • Automatic Investments must be at least $50 per individual investment.
  • You may establish multiple Automatic Investments on your account if you want to invest more than once per month.
  • Current bank information must be provided for your accounts in order to complete this transaction online. If you request a one-time or ongoing automatic investment, sufficient funds must be available in your bank account to cover the transactions.

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