How can I create a savings plan?

Savings plans allow you to invest in stocks, ETFs, or crypto free of charge. Benefit from long-term growth by automatically putting money away at the interval/cadence of your choice. You can:

  • Create a savings plan for more than one asset
  • Change or cancel your savings plan, free of charge, at any time
  • Set up direct debit as your payment method so you never miss a payment (if available in your country)

To create a savings plan:

  1. From Wealth or Cash > tap Browse (or Wealth > Orders & Insights > Add savings plan), tap on the stock, ETF or crypto of your choice
  2. Tap Save
  3. Enter the amount you want to invest on a regular basis then tap Next
  4. Decide how often you want to invest: weekly, twice a month, monthly, or every 3 months
  5. Choose when you want to invest: the beginning or middle of the month
  6. Select a payment method (reference account) or add a new direct debit option
  7. Confirm your plan

To find your savings plan:

  1. From Wealth, scroll down to Orders & Insights
  2. Tap Savings Plans
  3. Review your savings plans details: asset, amount, and the next execution date
  4. Select a savings plan and tap Manage to modify or delete your plan