Update/Add Automatic Investment

MFS offers you the convenience and flexibility to update/add an automatic investment on your account online via MFS Access.

Automatic investing is a disciplined way to add to your account. MFS' plan offers a simple way to make regular investments of any amount through automatic withdrawals from your checking or savings account.

  • Online

    Updating/Adding an Automatic Investment Plan online with MFS Access

    In order to update/add an Automatic Investment Plan online, you must sign up for MFS Access and provide MFS with your Bank/Savings account information either when you set up your account or by completing and mailing either a Services Aplication (Non-Retirement) (PDF) or an IRA Plans Service Form.

    Step 1: Logging in to MFS Access

    Select MFS Access under Access My Accounts from the Resources portion of the main menu of mfs.com for MFS Mutual Fund and IRA Accounts. For 529 accounts, choose 529 Investor Portal instead.

    • If you are already set up with MFS Access, type in your username and password.
      • You will receive a code for dual factor authentication and upon verifying you will be taken to your portfolio summary page.
    • If you are not set up with MFS Access, click "New User?" and follow the online instructions. It will be helpful to have a recent account statement handy during this process.

    Step 2: Establishing/Updating an Automatic Investment Plan

    From Trading on the main menu, select Automatics. Once on the Automatics screen either Add an Automatic Invest Plan to an account or under Action select Edit to update an automatic investment plan. 

  • Phone & Mail

    Updating/Adding an Automatic Investment Plan by phone

    To update/add an Automatic Investment Plan by phone, please call the appropriate number below and speak to a service representative.

    Mutual Fund - 1-800-225-2606 
    IRA - 1-800-637-1255
    529 - 1-888-529-0063

    Updating/Adding an Automatic Investment Plan by mail

    To update/add an Automatic Investment Plan by mail, complete the appropriate service form for your account type.

    • Service Application (PDF)
      Complete this form on your computer, print it, and mail it to us.
    • Retirement Plan Service Form (PDF)
      IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
    • 529 Savings Plan Service Form (PDF)
      Use this form to update or add account privileges.

    Send the completed form for mutual fund and IRA accounts to:

    For Regular mail
    MFS Service Center, Inc.
    PO Box 219341
    Kansas City, MO 64121-9341    		 For Overnight mail 
    MFS Service Center, Inc.
    Suite 291341
    430 W 7th Street
    Kansas City, MO 64105-1407

    Send the completed form for 529 accounts to:

    For Regular mail
    MFS 529 Savings Plan
    PO Box 534454
    Pittsburgh, PA 15253-4454

    		 For Overnight mail 
    MFS 529 Savings Plan
    Attention: 534454
    500 Ross Street, 154-0520
    Pittsburgh, PA 15262

Updating/Adding an Automatic Investment Plan online with MFS Access

In order to update/add an Automatic Investment Plan online, you must sign up for MFS Access and provide MFS with your Bank/Savings account information either when you set up your account or by completing and mailing either a Services Aplication (Non-Retirement) (PDF) or an IRA Plans Service Form.

Step 1: Logging in to MFS Access

Select MFS Access under Access My Accounts from the Resources portion of the main menu of mfs.com for MFS Mutual Fund and IRA Accounts. For 529 accounts, choose 529 Investor Portal instead.

  • If you are already set up with MFS Access, type in your username and password.
    • You will receive a code for dual factor authentication and upon verifying you will be taken to your portfolio summary page.
  • If you are not set up with MFS Access, click "New User?" and follow the online instructions. It will be helpful to have a recent account statement handy during this process.

Step 2: Establishing/Updating an Automatic Investment Plan

From Trading on the main menu, select Automatics. Once on the Automatics screen either Add an Automatic Invest Plan to an account or under Action select Edit to update an automatic investment plan. 

Updating/Adding an Automatic Investment Plan by phone

To update/add an Automatic Investment Plan by phone, please call the appropriate number below and speak to a service representative.

Mutual Fund - 1-800-225-2606 
IRA - 1-800-637-1255
529 - 1-888-529-0063

Updating/Adding an Automatic Investment Plan by mail

To update/add an Automatic Investment Plan by mail, complete the appropriate service form for your account type.

  • Service Application (PDF)
    Complete this form on your computer, print it, and mail it to us.
  • Retirement Plan Service Form (PDF)
    IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
  • 529 Savings Plan Service Form (PDF)
    Use this form to update or add account privileges.

Send the completed form for mutual fund and IRA accounts to:

For Regular mail
MFS Service Center, Inc.
PO Box 219341
Kansas City, MO 64121-9341		 For Overnight mail 
MFS Service Center, Inc.
Suite 291341
430 W 7th Street
Kansas City, MO 64105-1407

Send the completed form for 529 accounts to:

For Regular mail
MFS 529 Savings Plan
PO Box 534454
Pittsburgh, PA 15253-4454

 For Overnight mail 
MFS 529 Savings Plan
Attention: 534454
500 Ross Street, 154-0520
Pittsburgh, PA 15262
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