Make Additional Investments Checklist

Quick Look

  • Follow the five steps below to make additional investments.
  • Logged-in MoneySwell users should check these off their list as they complete each step.

Five Steps to Making Additional Investments

If you’ve decided you’re going to invest your extra cash, you need to actually make your one time investment or set up to make automatic recurring investments. Complete all the subtasks below before marking this task complete.


  1. Determine Investment Amount(s)
  2. Determine Investment Account Type
  3. Open Account (if applicable)
  4. Choose Investment
  5. Set Up Purchase (either lump sum or recurring)

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