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.
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 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
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 |