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Services: Invest Automatically

Set a regular schedule of automatic purchases, exchanges, or withdrawals. Enjoy the benefits of dollar cost averaging without the administrative hassle. Sign-up for Systematic Purchase, Virtus Investment Partners' automatic investment program that lets you set up a regular schedule of fund purchases from your bank account with as little as $100 for each purchase. Systematic exchanges and withdrawals can also be scheduled. Click here to obtain the Bank Option Application needed. A Medallion Guarantee may be required for all signatures. An original voided check is required.

Please mail the completed service form to the address provided on the service form.

Please email or call us at 1-800-243-1574 for additional questions.