Auto-Investments for Mutual Funds at TD Ameritrade

Here are instructions on how to set-up auto investments directly into Mutual Funds at TD Ameritrade. 

1. You must first purchase a mutual fund (any fund)
   1. If it is a No Load Mutual Fund, there is a $25 cost per fund
2. Set-up auto investments into that mutual fund 
   1. Email support@livelyme.com and we will send you a TD Ameritrade form to complete; or
   2. Call TD Ameritrade’s participant services team directly (1-800-665-0491)
3. Once set-up, all additional systematic purchases into that mutual fund will have the fee waived
4. Please note that auto-investments are not allowed for individual stocks or ETFs. Also, please be sure to consult with a professional financial and/or tax advisor before making any investment decisions.

If you are interested in auto-investments, you may be interested in exploring our HSA Guided Portfolio solution from Devenir. Learn more here.