Setting Up Fidelity Automatic Investments: A Step-by-Step Guide

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The Fidelity platform allows users to set up automatic investments into their accounts, including options for fidelity ETF auto invest. This is not just about auto transferring funds, but more about automating the whole investment process. Here’s a comprehensive guide to help you set up automatic investments with Fidelity.

Key Points

  • Ease of Setting Up: Automatic investments can be set up easily on the Fidelity platform.
  • Pre-requisites: Your account needs to have mutual funds invested, and it should be linked to a bank account.
  • Customization: You can customize the frequency, amount, and even the stop date for your investments.

Step-by-Step Process

1. Navigate to the Relevant Page

  • Go to the accounts and trade.
  • Click on account features, then click on payment and transfers.
  • Finally, go to automatic transfers and investments.

2. Set Up Automatic Investment

  • Scroll down and click on “set up automatic investment.”
  • Select the Fidelity account where you would like to set up the investments.
  • Ensure that the selected account already has mutual funds invested, and is linked to a bank account.

3. Select External Bank Account

  • Click on an external bank account at the bottom and hit continue.
  • You’ll be redirected to a page where you can select from the mutual funds that you own.

4. Choose Investment Details

  • Select how much you’d like to have invested in each fund.
  • Pick the frequency of the investments; it can be quarterly, monthly, or even a custom schedule.
  • Choose the day of the month for investments.
  • Optionally, you can set a stop date.

5. Preview and Accept

  • Hit next and preview the trade.
  • Accept it, and you’re all done!

Resources and Explanation

  • Fidelity Account: This is where you’ll be investing your funds. Make sure it’s already linked to a bank account and has mutual funds invested.
  • External Bank Account: This will be the source of the funds for your investments.
  • Mutual Funds Selection: You can choose from the funds you already own and select how much to invest in each.


Setting up Fidelity automatic investments is a simple yet powerful way to make your money work for you. By understanding the process and following these steps, you can customize your investments to suit your financial goals. Whether you choose to go with fidelity ETF auto invest or other options within the platform, the convenience and control offered by Fidelity’s automatic investments can help you grow your wealth effortlessly. Don’t forget to like and subscribe to the channel “3 Minute Finance” for more insightful content!

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