Add or edit systematic investments and withdrawals for your transactional account in this box.
Click the Security arrow and select the security for which you are setting up a systematic transaction.
Click the Type arrow and select transaction type: Investment, Withdrawal Dollars, or Withdrawal Percent.
In the Amount box, type in the dollar or percentage amount.
Click the Frequency arrow and select transaction frequency. Choose between bi-weekly, semi-monthly, monthly, quarterly, semi-annually, and annually.
In the Start date and End date lines, type in or use the calendar icon to assign start and end dates.
In the Adjustment box, type an amount if you want your systematic investment to be adjusted going forward. Enter adjustment details in the Adjustment in and Adjustment Frequency boxes.
In the Transaction Schedule Name box, type an identifying name for this transaction.
Click Save. You'll return to the Systematic Investment spreadsheet and see the saved transaction.