Pricing and Investing Plans

Investing Plans           Basic Plan $5.98/month, includes 2 purchases The Basic Plan offers a flat rate Plan Purchase commission of just $2.99 per order. The low monthly charge of $5.98 includes two Plan Purchases each month. There is no annual charge associated with the Basic Plan, and additional Plan Purchases cost just $2.99.         Flex Plan $59.99/year, $1.99/purchase The Flex Plan has an annual charge of $59.99, and offers a reduced Plan Purchase commission of just $1.99 per order. There are no purchase requirements or minimums associated with the Flex Plan.         Diversified Plan $39.99/year, $0.99/purchase The Diversified Plan has an annual charge of $39.99, and offers unlimited Plan Purchases for just 99 cents per order. The low monthly charge of $9.90 includes 10 Plan Purchases each month, and additional Plan Purchases cost just 99 cents.   Retirement Plans           IRA Flex Plan $39.99/year,$4.99/purchase The IRA Flex Plan has an annual charge of $39.99, and offers a reduced Plan Purchase commission of just $4.99 per order. There are no purchase requirements or minimums associated with the IRA Flex Plan.         IRA Active Plan $89.99/year, $0.99/purchase The IRA Active Plan has an annual charge of $89.99, and offers a reduced Plan Purchase commission of just $0.99 per order. There are no purchase requirements or minimums associated with the IRA Active Plan.     Promotional Plans   Have a promotional code? Enter it in the box and press submit to see your special offer. If you are part of an organization, company, or association and would like to apply for your own promotional code, email us at [email protected] with the details of your affiliation to see if you qualify.

About Plan Purchases

All investors have different needs and objectives. Each investing plan is based on the quantity of Plan Purchases you intend to make each month. A Plan Purchase is a scheduled purchase executed during one of our weekly buy cycles, which take place every Thursday. Plan Purchases can be made two ways – through the AutoVest Schedule or through the One-time Plan Purchase process. Your AutoVest purchases can be set for weekly or monthly investments, with a minimum purchase amount of $10.00 (or as much as you want). By investing in this manner, you will keep your commission costs to a minimum, while making it simple to dollar-cost average and diversify over time.