Pioneer Investments: Pioneer Automatic Investment Plan


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Pioneer Automatic Investment Plan

Pioneer Automatic Investment Plan is an easy and convenient way for you to invest on a regular basis. By putting aside affordable amounts of money regularly, you can build a long-term investment without sacrificing your current standard of living.

With Pioneer Automatic Investment Plan, you can invest:

  • Monthly, quarterly or in any other combination of months.
  • On any date of the month, up to four times each month; purchases are confirmed quarterly.
  • As little as $50 each payment ($100 for Pioneer Cash Reserves Fund).

Just click below for instructions on how to establish Pioneer Automatic Investment Plan, or change an existing plan.


Establish New Pioneer Automatic Investment Plan

To establish an Pioneer Automatic Investment Plan, all you need to do is complete and mail any of the following forms to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014. To obtain a form, contact your investment professional, or call us at 1-800-225-6292.

Pioneer Automatic Investment Plan will take effect approximately 30 days after we receive the complete instructions and banking information.

If you are considering an Pioneer Automatic Investment Plan Plan, you should be aware that:

  • Certain funds and account types may be restricted from participating.
  • Pioneer Automatic Investment Plan may be canceled by Pioneer without prior notice if any check or purchase debit is not honored for payment.
  • Pioneer Automatic Investment Plan may be canceled if the Pioneer account reaches a share balance of zero.


Change Pioneer Automatic Investment Plan Amount, Date or Frequency

You can change your Pioneer Automatic Investment Plan by calling us at 1-800-225-6292. Or, mail any of the following documents to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014.

  • Pioneer Automatic Investment Plan application with "change" indicated; or
  • Account Options form with "change" indicated; or
  • Letter of instruction; include your your 14-digit Pioneer account number, account registration and the effective date of the change.

To obtain a form, contact your investment professional, or call us at 1-800-225-6292.


Change Pioneer Automatic Investment Plan Bank Information

Mail any of the following documents to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014.

  • Pioneer Automatic Investment Plan application; or
  • Account Options form; or
  • Letter of instruction; include your 14-digit Pioneer account number, account registration, bank name and address, bank account number and registration, voided check or savings deposit slip and effective date of the change.

To obtain a form, contact your investment professional, or call us at 1-800-225-6292.


Move Pioneer Automatic Investment Plan to Another Pioneer Account

Call our Customer Service Representatives at 1-800-225-6292. Or, mail any of the following documents to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014.

  • Account Options form, showing both the old and new account numbers and with "change" indicated; or
  • Letter of instruction; include your 14-digit Pioneer account number and account registration of both the original and new accounts, and the effective date of the change.

To obtain a form, contact your investment professional, or call us at 1-800-225-6292.


Cancel Pioneer Automatic Investment Plan

Call our Customer Service Representatives at 1-800-225-6292. Or, mail any of the following documents to Pioneer Investment Management Shareholder Services, Inc., P. O. Box 55014, Boston, MA 02205-5014.

  • Account Options form with "cancel" indicated; or
  • Letter of instruction; include your 14-digit Pioneer account number, account registration and effective date of the cancellation.

To obtain a form, contact your investment professional or call us at 1-800-225-6292.

 

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Pioneer Investments for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it here.

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Securities offered through Pioneer Funds Distributor, Inc., 60 State Street, Boston, MA. 02109. Underwriter of Pioneer mutual funds, Member SIPC © 2014 Pioneer Investments.