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How to Set Up a Pre-Authorized Purchase Plan in a Multi-Holding Account
Recurring contributions may help you reach your financial goals faster, even during market downturns. You can invest as little as $25 per transaction and adjust your contribution amount or frequency as often as you wish. To get started, sign in to EasyWeb.
Once you've signed in, here is a brief overview on how to set up a Pre-Authorized Purchase Plan.
If you want to Set up a Pre-Authorized Purchase Plan with the TD app on your mobile device, review the instructions here.
1. Go to the Accounts page
2. Add Pre-Authorized Purchase Plan
3. Enter transaction information
4. Review and finish transaction
For in-depth instructions continue reading.
Step 1: Go to the Accounts page
From the TD Accounts home screen, under the left-hand menu, select Invest, or directly select the TD Mutual Funds account you wish to use to set up a Pre-Authorized Purchase Plan (PPP).
Step 2: Add Pre-Authorized Purchase Plan
Under the left-hand menu, select Pre-Authorized Purchase Plans (PPP) or select Add New PPP from the Mutual Fund section at the top of the page.
Step 3: Enter transaction information
From the Mutual Fund drop down menu, select the Mutual Fund you wish to set up a Pre-Authorized Purchase Plan for.
In the Pre-Authorized Purchase Plan Details section of the page. In the From field, select your withdrawal account.
In the Amount field, enter the amount of money you wish to contribute.
From the Frequency drop down menu, select your contribution frequency.
In the Start Date field, enter the date you want your contribution to start or, select a date from the calendar feature provided.
Select Yes or No from Are you using borrowed money to make this investment?
Keep in mind, investments cannot be purchased online using borrowed money.
View Fund Facts to review important details about the fund’s holdings, risk factors, past performance, and costs.
View Important information for Pre-Authorized Purchase Plan (PPP) investors to learn about the other information related to your investment.
Select Continue once you have read the documents.
Step 4: Review and finish transaction
You must review all information, to ensure that it is accurate.
If you need to change anything, simply select the Back button.
If everything is satisfactory, then check the I accept box and select the Purchase button.
You'll receive a confirmation number for your records.
Congratulations! You've completed this tutorial.