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.
  Pricing and 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 fee of $5.98 includes two Plan Purchases each month. There is no membership fee 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 membership fee 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 membership fee of $39.99, and offers unlimited Plan Purchases for just 99 cents per order. The low monthly fee of $9.90 includes 10 Plan Purchases each month, and additional Plan Purchases cost just 99 cents.

Please note: Sell orders are not included in Investing Plan pricing. All sales are executed as real-time market orders and cost just $12.99 each.

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.