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Not investment advice. Educational reading. See Disclaimer.
L.6 · BEGINNER · 2 MIN

Funding Your Account and Your First Buy

You have an account -- now fund it and make your first buy. You move money in with an ACH transfer (a free electronic bank-to-broker transfer that takes 1-3 business days). Once the cash lands, you buy your fund. Since May 2024 US trades settle in one business day (T+1), meaning the shares are officially yours the next business day -- but for a buy-and-hold investor that timing is irrelevant.

Quiz · 5 questions ↓

Market orders vs limit orders

Order typeWhat it doesUse it when
Market orderBuys at the current price, immediatelyBuying a liquid index fund or ETF -- simplest, fills instantly
Limit orderBuys only at a price you set or betterYou want price control on a thin or volatile name; it may not fill

When a market order is the right call

For a broad index fund or ETF, a market order is almost always fine -- the bid-ask spread is tiny and you are holding for decades, so a few cents does not matter. Limit orders earn their keep on illiquid or volatile single stocks, not on VTI.

Set up an automatic recurring buy

Link your bank, start an ACH transfer of an amount you won't need soon, and set up an automatic recurring buy of a total-market fund every payday. Then close the app.

Automating beats willpower

The highest-yield move after your first buy is the boring one: automate a recurring investment every payday so the decision is made once and never re-litigated when markets get scary. Automation beats willpower.

Which order type for a long-term buy

You want to buy a broad index ETF you'll hold for 20 years. Which order type is the simplest sensible choice?
Check your understanding

Sit with the ideas.

After funding your account, what is the single highest-impact habit for long-run returns?

Why:
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