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Your clients can pay themselves first by investing monthly in their ICON allocation portfolio. ICON’s Systematic Deposit Authorization facilitates electronic monthly purchases of at least $50 directly from a checking or savings account.
We charge no fee for Systematic Deposits, although a $25 fee may be assessed if the bank debit cannot be made due to insufficient funds, stop payment, or account closure.
To begin a Systematic Deposit program for your client, download the authorization form.
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 Don't Find What You're Looking For?
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Set up an Automatic Investing Plan
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Our systematic deposit options make it easy for your clients to pay themselves first through monthly investments.
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 for Funds
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for Portfolios
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Looking for account maintenance forms?
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We have all account forms online for you to download or pre-fill for existing clients.
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Forms & Literature
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Have specific account questions or problems?
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Contact our Operations Personnel
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Programs of regular investing do not assure a profit or protect against a loss in declining markets. Since these programs involve continuous investments in Fund shares regardless of fluctuating price levels, you should consider your ability to continue purchases through periods of low price levels before investing through such a plan.
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