Investor Services - Custody - Accumulation Plan
The FideliTrade Accumulation Plan is designed to offer the ultimate in convenience for those who want to create their own personalized investment plan and build a precious metals portfolio. By choosing the Bulk Custody Service of your FideliTrade account, you may elect to participate in the Accumulation Plan. When you select the Accumulation Plan, you agree to make continuous monthly investments of a fixed amount. Thus, in addition to the benefits of volume purchasing power, the Accumulation Plan lets you minimize the average cost of your holdings, because the same amount of money buys more precious metals when market prices are low and less when market prices are high. Automatic debiting of your credit card or bank account makes the process convenient and worry-free. The FideliTrade Accumulation Plan is the most convenient and disciplined way to build a precious metals investment portfolio with small, steady and automatic purchases. Cancel at any time.
When participating in the Accumulation Plan:
- Choose either the 1st or 13th business day of each month for your regularly scheduled purchase
- If you wish to terminate the automatic Accumulation Plan, or if you do not wish to make a purchase for a particular month, simply call and notify a FideliTrade representative at (800) 223-1080 no later than one business day before your next scheduled purchase date. One-time purchase cancellations shall be effective only for your next scheduled purchase, and FideliTrade will thereafter resume automatic purchases on your behalf.
