ARTICLE TAKEAWAYS
You can add money to most accounts online by linking your bank account for investing via Automated Clearing House (ACH) or by mailing a check with investment instructions. Consider talking to your financial professional before investing. They can offer advice and help you make decisions that support your long-term financial plan.
To mail a check with instructions to make an investment into your account:
1. Make your investment check payable…
| To: | When |
|---|---|
| Capital Bank and Trust Company (CB&T) | Capital Bank and Trust Company or CB&T is in the account registration |
| CollegeAmerica® | CollegeAmerica is in the account registration |
| ABLEAmerica® | ABLEAmerica is in the account registration |
| American Funds | All other account registrations |
Note: We do not accept checks payable to a third party.
2. Include the following instructions with your check:
3. Provide your name and contact number.
4. Mail the check and instructions to the service center closest to you.