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What kind of BUYandHOLD Investor are you?

So, you think you've got what it takes to be a BUYandHOLD E-ZVester? Here are the steps you will need to take to set up your account appropriately.

BUYandHOLD E-ZVester

If you do not have a BUYandHOLD account, you must open one to become a BUYandHOLD E-ZVester. Click on the Open an Account button at the bottom of the page to begin.

If you have a BUYandHOLD account, please login. Click "View" on the View Your Account page.

Click on E-ZVest^sm under "Trade". You will see a list of the stocks you hold in the account. If you do not have any stocks in your account, click on "Add New E-ZVest^sm". Then select the stocks you want to E-ZVest^sm by adding them to your E-ZVest^sm cart. After selecting your stocks, click on "Set Up E-ZVest^sm". Then follow steps similar to #5 below.

To E-ZVest^sm stocks that you currently own, click on the "Make Changes" button under the stock list.

For stocks you already own, change the E-ZVest^smStatus for those stocks from "No" to "Yes". Then enter the amount you would like to purchase in the next column, the frequency of purchase (monthly, weekly or quarterly) in the following column, and the payment method (either from available funds or from BUYandHOLD Instant Deposit).

Once you have set the E-ZVest^sm options for the stocks you wish by changing the four columns, click on the "Save Changes" button at the bottom of the page.

Once you have clicked on "Save Changes", your preferences will be set. You will return to the list of stocks screen. You can change the stocks you choose to E-ZVest^sm at any time by following the same steps.

BUYandHOLD routes orders to Oppenheimer (member NYSE/SIPC) three times a day, and provides real-time trade executions, unless BUYandHOLD or any of its agents or affiliates experience technical, mechanical or other difficulties, including but not limited to, delays or loss of service resulting from computer, electronic, mechanical, or communication line failure, heavy trading volume and/or market conditions beyond our control.