One good financial decision you can make right now is to invest your tax refund. This is a convenient way to help fund your retirement or other financial goals with a contribution that doesn't upset your existing budget.
Using IRS e-file with direct deposit, you can get your refund in as little as 10 days and eliminate the possibility of a lost or stolen check. You can either add to your existing funds or invest in a new fund.
With our new direct deposit tool, you can set everything up in just a few minutes. There are no deposit slips to fill out or checks to cash. You simply:
Log in to account access
Select your mutual fund(s) and enter your allocation percentage
Enter the routing and account number provided on the confirmation screen on your tax form
If you prefer not to use our Direct Deposit Tool, you can download and mail us a completed Tax Refund Direct Deposit Form.
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