What are investment plans?

All you need to know about the investment plans in the Shares app

Updated yesterday

*Available in France only.

Investment Plans offer you a unique opportunity of setting up automatised investments in a few simple steps. 💪 Create your own customised plan to regularly invest in up to 20 assets at once, including EU and US stocks, as well as ETFs.

When creating an Investment Plan, you can define:

  • which assets you want to invest in,

  • how much you want to invest,

  • how often you want to buy (weekly or monthly),

  • how you would like to allocate your funds (in % for each asset),

  • and the unique name of your plan.

What’s the minimum / maximum I can invest?

The minimum amount you can invest in an Investment Plan (per transaction) is €50 and the maximum is €4,500.

Do I have to make payments each time the Investment Plan is set to execute?

We understand that keeping track of upcoming trades to fund your balance in the app is not convenient, so we make this easy for you by supporting the direct debit. To set up an Investment Plan you must link your debit card, which will be automatically charged each time the plan is executed.

What are the trading fees for Investment Plans?

There are no trading fees on Investment Plans in our app. 💪 The full amount you pay will be invested whenever your Investment Plan is executed, i.e. every week or every month, according to the frequency you have chosen.

Investment Plans are available for buy orders only, and work in a similar way to Recurring Orders. Learn more about the key differences between the two in our article: What’s the difference between an Investment Plan and the Auto-Invest?.

Check out our article:How to create an Investment Plan? to learn more about setting up your Investment Plans.

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