Pricing and Investing Plans

Investing Plans           Basic Plan No membership fee. Includes one FREE Plan Purchase every month for the first year! This is our entry-level product, designed for those that are new to the markets and are looking for a low-cost plan to "get their feet wet." The Basic Plan offers one FREE Plan Purchase each month during your first year of membership in MyStockFund. Each Plan Purchase thereafter is $4.99. At the end of the first year, you will automatically convert to our standard Basic Plan, which includes two Plan Purchases per month at a monthly rate of $5.98. There is no annual charge for the life of this account. Additional Plan Purchases beyond the first two each month are just $2.99 each.         Flex Plan $29.99 Annual Membership Fee - $4.95 per month (includes first five Plan Purchases at a rate of 99 cents each) This cost effective plan enables an investor to "AutoVest" (or dollar-cost average) up to five securities in his/her portfolio each month for a flat monthly rate of $4.95. Additional Plan Purchases beyond the first five each month are just $2.99 each. There is an annual charge of $29.99 for this investing plan.         Diversified Plan $39.99 Annual Membership Fee, $9.90 per month (includes first 10 Plan Purchases at a rate of 99 cents each) This is our most popular plan, as it offers the greatest value for the well-diversified investor. At $9.90 per month, anyone can build a cost-effective diversified portfolio. As an added perk to this plan, any additional Plan Purchases (after the first ten) are also just 99 cents! It is a terrific value for anyone looking to maximize the economies of Plan Purchases whether it is through AutoVest or the One-time Plan Purchase process.   Retirement Plans           IRA Flex Plan $39.99/year,$4.99/purchase The IRA Flex Plan has an annual charge of $39.99, and offers a reduced Plan Purchase commission of just $4.99 per order. There are no purchase requirements or minimums associated with the IRA Flex Plan.         IRA Active Plan $89.99/year, $0.99/purchase The IRA Active Plan has an annual charge of $89.99, and offers a reduced Plan Purchase commission of just $0.99 per order. There are no purchase requirements or minimums associated with the IRA Active Plan.     Promotional Plans   Have a promotional code? Enter it in the box and press submit to see your special offer.

About Plan Purchases

All investors have different needs and objectives. Each investing plan is based on the quantity of Plan Purchases you intend to make each month. A Plan Purchase is a scheduled purchase executed during one of our weekly buy cycles, which take place every Thursday. Plan Purchases can be made two ways – through the AutoVest Schedule or through the One-time Plan Purchase process. Your AutoVest purchases can be set for weekly or monthly investments, with a minimum purchase amount of $10.00 (or as much as you want). By investing in this manner, you will keep your commission costs to a minimum, while making it simple to dollar-cost average and diversify over time.