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. To obtain the service form needed visit the account forms and applications page. 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 contact us for additional questions.