Automatic Investment Plan

How to setup or edit your Victory Funds AIP on vcm.com from a browser

1. Sign in and select the “Victory Funds” tab in the left panel.
2. Click on the account name/number of the Victory Funds account for which you wish to establish or edit your Automatic Investment Plan.
3. On the account/positions page, locate “Manage Services” and select “Automatic Investing.”
   • IRAs will be labeled as “Automatic Contribution.”
4. Select “Add” at the top right of the page.
   • If you wish to edit an existing Automatic Investment Plan, please locate your existing plan on this page, select the menu with the three vertical dots and then “Edit.”

How to setup or edit your Victory Funds AIP on the mobile app

1. Sign in and select “View Accounts” underneath “Victory Funds Accounts.”
2. Click on the account name/number of the Victory Funds account for which you wish to establish or edit your Automatic Investment Plan.
3. On the “Account Details” page, select "Manage Account Services & Preferences" located underneath the “Place a Trade” button.
4. Select “Automatic Investing” in “Manage Services” section.
   • IRAs will be labeled as “Automatic Contribution.”
5. Next, select “Add a new Automatic Investment Plan” located on the top of the mobile app page.
   • If you wish to edit an existing Automatic Investment Plan, please locate your existing plan on this page and select the pencil icon.

How to setup or edit the AIP on your 529 Plan account on vcm.com from a browser

1. Sign in and select the “Education” tab in the left panel.
2. Select “Manage” located on the right-hand side of the 529 Plan account for which you wish to establish or edit your Automatic Investment Plan.
3. Select “Manage recurring contributions” under “Overview.”
   • For new Automatic Investment Plans, select “Add a new recurring contribution instruction” and enter the dollar amount, frequency and bank information.
   • If you wish to edit an existing Automatic Investment Plan, please locate your existing “Recurring Contribution” on this screen and select “Edit.”
4. Follow the remaining steps on the screen for confirmation and to submit your selection.

How to setup or edit the AIP on your 529 Plan account on the mobile app

1. Sign in and select “Education” under “Holdings Group.”
2. Select “Manage” located under the 529 Plan account for which you want to establish or edit your Automatic Investment Plan.
3. Select the arrow next to “Transact” and then select “Manage recurring contributions.”
   • For new Automatic Investment Plans select, “Add a new recurring contribution instruction” and enter the dollar amount, frequency and bank information.
   • If you wish to edit an existing Automatic Investment Plan, locate your existing plan on this screen and select the “Edit” button.
4. Follow the remaining steps on the screen for confirmation and to submit your selection.

To add or modify an Automatic Investment Plan (AIP) for a Marketplace account, please call us at 1-800-235-8396 and one of our U.S.-based investment specialists will establish it for you.