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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
  • Phone & Mail

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 an Additional Account Services form.

Step 1: Logging in to MFS Access

Select Manage my Accounts from the main menu of mfs.com and then click MFS Mutual Fund, IRA, and 529 Accounts (MFS Access).

  • If you are already set up with MFS Access, simply type in your user name, verify your security settings, enter your password, and you will be taken to your portfolio page.
  • If you are not set up with MFS Access, click "Sign up for MFS Access" and follow the online instructions. It will be helpful to have a recent account statement handy during this process.

Step 2: Establishing an Automatic Investment Plan

On the My Account page you will see a list of the funds you currently own. Select Setup Automatic Purchase. Follow the step-by-step instructions.

Or

Step 2: Updating an Automatic Investment Plan

On the My Account page you will see a list of the funds you currently own. Select Change Automatic Purchase. Follow the step-by-step instructions.

Updating/Adding an Automatic Investment Plan by phone

To update/add an Automatic Investment Plan by phone, please call 1-800-225-2606 and speak to a service representative.

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.

Send the completed form to:

For Regular mail
MFS Service Center, Inc.
P.O. Box 55824
Boston, MA 02205-5824
For Overnight mail
MFS Service Center, Inc.
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809