*Available in France only.
Investment Plans offer you a unique opportunity of setting up automated 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, monthly, quarterly, or annually),
how you would like to allocate your funds (in % for each asset),
and the unique name of your Plan.
You can also set up a Managed Plan in our app. Fill in a simple questionnaire and we’ll do the rest - we’ll create a proposal of a Plan tailored to your investing needs and goals. 💪 Learn more about Managed Plans in our article: How do Managed Plans work?
What’s the minimum / maximum I can invest?
The minimum amount you can invest in an Investment Plan (per transaction) is €100 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 automated payments. To set up an Investment Plan, you need to have a debit card or Apple Pay linked to your Shares account or use available funds in your Shares account balance, 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?.
Keep in mind that for Managed Plans we charge a management fee of 1% per year over the total value of your investments, charged monthly. We will send you a push notification each time the fee is deducted from the amount invested in the Plan. You can also find this event under the “Activity” section of your Plan’s details. Learn more about displaying the details of your Managed Plan in our article: Where can I find the details of my Managed Plan?.
Check out our article: How to create an Investment Plan? to learn more about setting up your Investment Plans.