How do I switch my plan off?

You can switch off your ShareBuilder® investment plan by following the instructions below:

  1. Navigate to Invest > ShareBuilder Plan (sign in required).
  2. Click the Edit link next to Plan Status.
  3. Select the Switch off my Plan radio button.
  4. Set up a reminder email to turn the plan back on.
  5. Click Save.

Changes to your ShareBuilder plan must be done by 5:00 PM ET on the business day before an investment Tuesday (generally, Monday at 5:00 PM ET). Otherwise, any updates you made to the plan won't happen for the current week


An active one-time investment automatically switches off at the deadline.

Switching off your plan won't affect any open orders. To view any orders that may be open on your account, go to Trade > Order Status (sign in required).