Erik opened an Education Savings Account for his ten-year-old daughter, Alicia. He funds the account through a direct payroll deposit of $50 each month.

He encouraged Alicia to use the PlanBuilder tool to define what kind of investor she is and together they learn from ShareBuilder education articles.

He setup the ShareBuilder Automatic Investment Plan to automatically invest and, with Alicia, makes occasional investments of $200 from his bonuses.