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How do I set up automatic investments?

Follow this step-by-step tutorial to learn how to set up automatic transactions on your account

Step 1

This example is for illustrative purposes only and is not a recommendation to buy or sell a particular security.

Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.

Select PROFILE & ACCOUNT SETTINGS from the utility navigation in the top-right portion of your screen.

Select Automatic investment under the Banking and money movement section.

Step 2

On the Set up automatic investments page, select the account you want to invest into.

It’s important to note that you can only automate investments into Vanguard mutual funds.

Step 3

Select the funding method you’d like to use, the frequency of the investment, and when you’d like the automatic investment to begin and end.

Step 4

Enter the total amount you’d like to invest. You can choose dollar amount, percentage, or split the investment amount equally among the funds you’d like to invest into. Click CONTINUE.

If you are investing into an IRA, your investment amount cannot exceed your annual contribution limit.

Step 5

Review your automatic investment and click SUBMIT to finalize setting up your automatic investment.

All investing is subject to risk, including the possible loss of the money you invest.