Schedule Transactions in Advance and Earn Interest on Vacation

Summer has officially arrived, and we hope that means it is time for a well-deserved vacation! From a few days camping to a week-long adventure out of the country, Texas CLASS has you covered.

The Texas CLASS Online Transaction Portal is the secure, online transaction portal that allows you to execute transactions, access account information, and generate detailed reports. But did you know that Texas CLASS Participants are able to schedule transactions in advance through the online portal? This means you can maximize the earning potential on your investments while putting your toes in the sand!

Entering orders online for future dates ensures that you do not miss a deadline even if you are out of the office. Via the online portal, enter future dated orders by selecting the appropriate transaction type under the Transactions menu. Select the date(s) you would like the transactions to be initiated and Texas CLASS will take care of the rest! Please note: contributions by wire must be initiated at your sending bank.

Funds can be sent to your local bank via wire or ACH and can be pulled directly via ACH as long as you have banking instructions on file. Upcoming orders can always be viewed in the Order Status tab.

For more information about scheduling transactions in advance, please contact our Client Service Team. Enjoy your summer!

Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. All comments and discussions presented are purely based on opinion and assumptions, not fact. These assumptions may or may not be correct based on foreseen and unforeseen events. The information presented should not be used in making any investment decisions. This material is not a recommendation to buy, sell, implement, or change any securities or investment strategy, function, or process. Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.