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 proper Service form needed. An original voided check is required.
Legacy Virtus Fund Shareholders: Complete the Bank Option Application.
Former AllianzGI Shareholders: Complete the Auto-Invest Enrollment Form. A Medallion Guarantee may be required for all signatures.
Please mail the completed service form to the address provided on the service form.
Please email or call us at the toll-free number provided on your account statement for additional questions.