Automatic Investment Plan. This option allows you to execute automatic investments to your IRA. To take advantage of the automated plans you must also include the bank information in section 4 of the IRA Enrollment Form. The automatic bank deduction will occur on the 15th day of the month and the last day of the month.
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Automatic Investment Plan. This option allows you to execute automatic investments to your IRA. To take advantage of the automated plans you must also include the bank information in section 4 of the IRA Enrollment Form. The automatic bank deduction investment will occur on the 15th day of the month and the last 15 th day of the month.
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Sources: Traditional and Roth Individual Retirement Account Custodial Agreement