Systematic investing

Put your investing on autopilot - invest each month without having to do a thing.

We understand life is busy, and we're doing all we can to make it easy for you to manage your financial strategy.

Systematic investing – like direct deposit or contributions to your retirement plan – allows you to invest a certain amount each month, without having to do a thing.

Edward Jones has two systematic investing programs. If you have questions, or are interested in setting one up, contact your Edward Jones financial advisor.

Dollar cost averaging

Dollar cost averaging (DCA) is a regular and disciplined investment program. Rather than trying to time the market, DCA enables you to invest a fixed dollar amount each month.

By investing a fixed dollar amount each month, market fluctuations can work in your favour, allowing you to buy more shares when prices are low and fewer shares when prices are high.

The benefits of DCA include the following:

  • Ability to invest regularly over time rather than one lump sum
  • Available for mutual funds and select stocks
  • All investments appear with a cost basis on one consolidated statement
  • Low minimum investment

Dividend and interest reinvesting program (DRIP)

As a shareholder, you could receive earnings from the companies in which you are invested in the form of a cash dividend.

The dividend reinvestment plan (DRIP) enables you to reinvest those cash dividends rather than accepting a cheque from the company in order to increase your holdings in your portfolio. The benefits of DRIP include:

  • Available for select stocks.
  • Once it's set up, it's completely automatic.
  • All investments appear with a cost basis on one consolidated statement.

We can help

At Edward Jones, we can help you reach your financial goals. Contact your Edward Jones financial advisor today.

Important Information:

DCA does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment regardless of fluctuating price levels. You should consider your financial ability to continue purchases in periods of low price levels.