If you're adding to your Auto-Roll, just buy like normal. So if you have 100k and are buying 10k more, just buy the 10k and set it up with Auto-roll and you'll be fine. Then 4 weeks later it'll Auto-Roll 110k no problem. I do this regularly, as cash accumulates in the core from my 4 week ladder, I just buy another 1k-2k on a given week, when I notice there is enough there to do it.Is there a way to edit how much is auto-rolled into a T-Bill at Fido? For example, if I have a 4 week auto-roll for 100K but wanted to add 10K for the next purchase do I have to cancel the existing auto-roll and set-up a new one?
However, there is no way to automatically shrink the Auto-Roll, meaning there is no easy way to go from 100k to 90k, you have to cancel the Auto-Roll 100% and then buy again next time at 90k. I believe you can call the Fidelity bond desk and they can change the Auto-Roll quantity for you, but I have never done that.
Statistics: Posted by volstagg — Thu Oct 23, 2025 8:55 pm — Replies 8147 — Views 1828868