Plan Brochure | View and Print | Buy Now |
Enrollment Form | View and Print | Materials by Mail |
New Account Investment Options: |
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a) Minimum one-time purchase OR | $500.00 |
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b) Minimum ongoing automatic investment | $50.00 |
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Requires 50 per transaction for at least 10 consecutive transactions |
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Existing Account Investment Options: |
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a) Minimum Purchase OR | $50.00 |
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b) Minimum ongoing automatic investment | $50.00 |
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Minimum shares required to enroll for existing accounts | 1 |
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Maximum Purchase | $250,000.00 per year. |
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Note: The minimum purchase requirement is applied separately to ongoing automatic investments and optional cash investments, while the maximum purchase limit is calculated using the total of all invested funds during the specified period of time. |