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Add or Update Systematic Plans with your Mutual Fund

Having an Automatic Investment Plan (AIP), or Systematic Withdrawal Plan (SWP) on your account is a convenient way of automating your investment movement.

·        When adding a new bank or changing a bank account on file we may require a Signature Guarantee Stamp. To find out more about what it is and participating financial institutions in the Signature Guarantee programs click here 

·        We can accept a Financial Notary from a commercial bank in place of getting the signature guarantee stamp. You must also include the contact information of the bank representative that provided you the Notary (i.e. business card)

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Add or update Automatic Investment Plan (AIP)

 

·        To establish your Automatic Investment Plan – Please complete the Account Options Form

·        Update with a Chat Representative – Please chat with us using link to the left for assistance

·        Update with a Phone Representative – Please call us at the number to the left.

 

 

 

·        To add or update your bank account – Please complete the Account Options Form

 

 

Add or update Systematic Withdraw Plan (SWP)

 

·        To establish your Systematic Withdrawal Plan, please complete the Account Options Form 

·        Update with a Chat Representative – Please chat with us using the link to the left for assistance

·        Update with a Phone Representative – Please call us at the number to the left.

 

 

·        When adding a new bank to set up your SWP you will need to obtain a Signature Guarantee Stamp on the Account Options Form 

·        To find participating financial institutions in the Signature Guarantee programs click here