*Available in France only.
To see the Investment Plans section, make sure that your account is fully verified (i.e. you successfully completed the verification process in the app and made at least one deposit).
To set up a Custom Plan follow these simple steps:
1. Open the Invest screen (the main screen in the app) and scroll down to the Plans and Orders section.
2. Tap on “Create a Plan”, on the Custom Plans banner (in case you don’t have any Investment Plans set up in the app yet); or on the Investment Plans, select: “Create a new Plan” and “Custom” (in case of consecutive Plans). You can also set up a Managed Plan - learn more about this option in our article: How do Managed Plans work?
3. Select the assets you’d like to add, by tapping on the “+” sign next to the asset. You can choose the assets from the list, or use the search bar to find a particular asset.
4. On the next screen, choose the amount you want to invest. The minimum is €100 and the maximum is €4,500. Here you can also adjust the starting date and the frequency of the Plan, by tapping on the “Schedule” section.
*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.
5. Now choose the name of your Plan and the allocation of your assets - what % of the funds you want to invest in each stock or ETF. You can also change the emoji, which will be displayed next to the Plan name, by tapping on it.
If you’d like to allocate the funds evenly to each asset, simply tap on the “split evenly” button.
Please, remember that:
a. Decimals are not allowed as allocated amounts, which means one asset may receive a slightly higher allocation than the others in case of an odd invested amount.
b. To continue you need to allocate all the funds between the selected assets.
c. The minimum allocation to one asset is €2.
6. Review the details of your order. If you’ve selected a debit card or Apple Pay as your payment method, make sure to check the “I agree to authorise automatic debit card payments” field.
7. Tap on “Confirm” and that’s it - your Investment Plan order is set up and ready to execute on the selected date, as soon as the markets are open. 🎉
You can also set up a Custom Plan for a specific asset by navigating to the Instrument details screen of the asset, and tapping on the “Create a Plan” button or on the “Buy” button, and changing the Order type to “Investment Plan”.
If you have any questions or need help with setting up your Plan, please don’t hesitate to contact our Support Team, we will be happy to help. 🙂