Investor Services

HOW TO INVEST

How do I research the Direct Stock Purchase Plans available through Invest Online?

How do I invest in a Direct Stock Purchase Plan through Invest Online?

What are cookies? How do I enable them?


Through our sister company AST Investor Services, an online retail investor portal, investors are offered expanded online services. To learn more about how AST Investor Services can assist you with your investments, please go to www.astinvestor.com.


How do I research the Direct Stock Purchase Plans available through Invest Online?

There are four ways to access information about a plan.

  • You may enter the company name or ticker symbol in the Search Plans box.
  • You may click All Online Plans to view a listing of all the plans available through Invest Online.
  • You may click on Plans sorted by minimum initital investment to view a listing of all the online plans sorted by minimum initial investment.
  • Certain plans appear in the Top Requests column of the Home Page. If you wish to access the Plan Details page for any of these companies, you need only click on the displayed logo.
In addition, please note that there is detailed corporate information (including stock quotes, stock charts, corporate snapshots and SEC filings) available in the Information Center on the left toolbar of our homepage.


How do I invest in a direct stock purchase plan through Invest Online?

Investing with Invest Online is simple. In five easy steps you provide Invest Online with the data it needs to execute your stock purchase order. In the sixth step we confirm the data you've entered and ask you to submit the page as your purchase order. Please note that the purchase order is not transmitted until you confirm the data in the final step.


To assist you in navigating through the investment process, the diagram pictured here appears during each step. It highlights the current step and charts your progress through the six step process.



You will need the following information to complete your stock purchase:

  • Your bank account number
  • Your bank's ABA number (printed on the bottom portion of each check)
  • Your social security number

The six steps of the investment process are:
Account Registration:You select the type of stock registration (e.g., Individual Registration, Joint Registration, Corporate Registration etc.).
Account Information: You provide the name and address for your account. We also ask for your phone number to enable us to call you should we have questions or concerns related to your investment. Please note that this data is NEVER transmitted to outside data processing companies.
Tax identification Information: You provide us with your social security number. We need this information to send you your tax information at the end of the calendar year as well as to provide you with a unique password for your later transactions.
Investment Options: You select a one time or recurring investment option. Both options permit you to purchase fractional shares. This means that we invest with all the funds you have allotted us (less commissions) to buy stock for your account.
If you elect to invest on a monthly basis, we automatically deduct the amount that you have requested on the 10th of every month.
Bank Details:You enter your bank account number and your bank's ACH (automated clearing house) number. These numbers are printed on the bottom of every check (a diagram on that page will demonstrate their placement).
Confirmation:We confirm the data you have entered. If this data is correct, you click to submit the page and place your purchase order. You have completed your investment! You will receive an immediate email confirming your order. If you submitted an order before 4:00PM it will be processed on the next business day; otherwise it will be processed two business days later. You will receive an email within two business days notifying you of the share price, the number of shares purchased and your new account number to log in and view your online statement.

Good luck and thank you for your interest in Invest Online!

What are cookies? How do I enable them?

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