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HOW TO: Fund Your BUYandHOLD Account
There are four ways you can fund your BUYandHOLD account:



1. BUYandHOLD Instant Deposit

BUYandHOLD Instant Deposit is simply a link from your personal checking or savings account to your BUYandHOLD account, which you can set up quickly and easily. To get started, all you need is your bank account number and ABA routing number:


Once you have this information handy, follow the steps below:

Login to BUYandHOLD and select the account you'd like to fund
Click on "BUYandHOLD Instant Deposit" (under "Account Features" on the "View Your Account" screen)
Click "Add New BUYandHOLD Instant Deposit"
Complete the necessary information, read the terms of our agreement, and click "I Agree". If this is the only BUYandHOLD Instant Deposit you have set up, you are done.
If you have an existing BUYandHOLD Instant Deposit set up, you will be prompted to print out this new BUYandHOLD Instant Deposit Authorization Form, sign, and mail it to:

BUYandHOLD, c/o
Freedom Investments, Inc.
375 Raritan Center Parkway,
Suite D
Edison, NJ 08837

Attention: New Accounts


Now you're ready to fund your account. Here's how:

Click on "Funding Options" (under "Account Features" on the "View Your Account" screen)
Select "BUYandHOLD Instant Deposit" and click "Continue"
Choose "One-Time" or "Recurring", enter the dollar amount you'd like to deposit and click "Continue"
If you choose "Recurring", enter the day of the month that you would like these deposits to occur


2. Payroll Deposit

You can have a portion of your paycheck automatically deposited into your BUYandHOLD account simply by providing an authorization form to your payroll department:

Login to BUYandHOLD and select the account you'd like to fund
Click on "Funding Options" (under "Account Features" on the "View Your Account" screen)
Select "Direct Deposit Authorization Form" and click "Continue"
Print out and complete the Direct Deposit Authorization Form
Send the form to your payroll department. Please do not return this form directly to BUYandHOLD.


3. Mail a check

If you choose to fund your account by check, please make the check payable to BUYandHOLD, and mail it to:

BUYandHOLD, c/o
Freedom Investments, Inc.
375 Raritan Center Parkway,
Suite D
Edison, NJ 08837

Attention: Cashiers



4. Account Transfer From Another Firm

Login to BUYandHOLD and select the account you'd like to fund
Click on "Funding Options" (under "Account Features" on the "View Your Account" screen)
Select "Account Transfer from other firm" and click "Continue"
Print out the appropriate form
Complete and sign the form and mail it to:

BUYandHOLD, c/o
Freedom Investments, Inc.
375 Raritan Center Parkway,
Suite D
Edison, NJ 08837

Attention: Transfers

Please verify the following before sending the paperwork:

  • The account titles match
  • If it is a joint account, both account owners have signed the form
  • All the stocks you wish to transfer are on BUYandHOLD's list of available securities



Need more help? Contact Us

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