Fidelity Automatic Investments

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Author’s Notes:

IMPORTANT:

Step By Step:

1. 1. Go to https://www.fidelity.com/ in a web browser. 
   2. Log into your account. 
   3. Hover over Accounts & Trade.
   4. Select Transfers.
   5. Under Manage > Select “Manage automatic investments”
   6. Select “Set up an automatic investment”
   7. From the drop-down menu select the Fidelity Account you want to invest into. 
   8. From the radio buttons select if you want to if the money comes from your core account or an EXTERNAL bank account. 
   9. On the next screen under Transfer From select the account, you wish the money to come from (if you have not already linked the account/bank you may need to do so before proceeding). 
   10. Under Transfer To Select if you just want the money transferred to your Core Account OR if you want the money to purchase Mutual Funds from the drop-down list (if you do not see the ones you wish to use you may need to add a share of that mutual fund so that you own some of them (probably other ways exist to add them as well). 
   11. Select your Investment Schedule, for example, Monthly, and select the Day of the month you wish for the money to be withdrawn from your account.
   12. Check if you wish to leave it as no end date or create an end date. 
   13. Click Next 
   14. Verify all information and once confirmed and correct click “I agree” if you wish to proceed.

Conclusion

Having a plan for investing in your future is the key to success.  Many people never take the first step, this process helps get the ball rolling and helps to set up reoccurring investments. 

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