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