How to create a Custom Plan?

All you need to know about setting up Custom Plans in the Shares app

Updated over a week ago

*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 Orders section. Tap on the banner “Create your first Plan” (in case you don’t have any Investment Plans set up in the app yet) or on the “Create a new Plan” (in case of consecutive Plans).

  2. Select “Custom” to set up your Custom Plan. 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 must have a debit card linked to your Shares account. If you didn’t link your card yet, simply tap on “Add your debit card” and fill in the necessary details first*.

  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:

      1. 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.

      2. To continue you need to allocate all the funds between the selected assets

      3. The minimum allocation to one asset is €2.

  6. Review the details of your order and make sure to check the “I agree to authorise automatic debit card payments” box.

  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. 🎉

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. 🙂

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