Automatic Investment Plan. This option allows you to execute automatic investments to your XXX. To take advantage of the automated plans you must also include the bank information in section 4 of the XXX Enrollment Form. The automatic investment will occur on the 15th day of the month.
Appears in 4 contracts
Samples: Traditional and Roth Individual Retirement Account Custodial Agreement, Traditional and Roth Individual Retirement Account Custodial Agreement, Traditional and Roth Individual Retirement Account Custodial Agreement
