How to Edit a Pre-authorized Purchase Plan in a Multi-Holding Account

To begin, go the Pre-Authorized Purchase Plans (PPP) page and select the Modify button next to the Mutual Fund you'd like to change.

Make any changes you would like to your PPP.

Then select Continue

Review all information. If you need to change anything, simply select the Back button.

If everything is satisfactory, confirm your request by selecting I accept.

You'll receive a confirmation number for your records.

Congratulations! You've completed this tutorial.