December 5, 2019

Automatic Investment Plan

Set up an Automatic Investment Plan out of a checking account into a No -load fund on a systematic basis.

  1.  Open and fund a Charles Schwab account with the Bank Account that will be used for systematic investing.
  2.  Go to Transfer tap, select:
    1. Amount
    2. Which fund, like BGSAX.
    3. Frequency [weekly,bi-weekly] you want $ to be invested in the selected fund.
    4. THEN, after any amount hits the fund, start moving into stocks on


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