*Available in France only.
Before opening a PEA on Shares, ensure you do not have an existing PEA with another institution, as regulatory requirements allow only one PEA per person. If you already have a PEA in other financial institution, you can transfer it to Shares. For more details, please refer to the article: How to transfer my existing PEA to Shares?
To open a new PEA, follow these steps:
Go to the “Plans and Orders” section on the Invest screen:
Slide to the right to find the PEA, then tap “Create a Plan”.
If you already have an Investment Plan, tap “Create a New Plan” and choose PEA.
2. Select “Open a PEA”.
3. Provide Your NIF (Tax ID):
If you have not yet provided your NIF, you will be asked to do so. Once you have provided it, press the arrow at the bottom right to continue.
You can find your NIF on documents issued by the tax administration, such as a tax notice or property tax statement. |
If you’ve already provided your NIF, you will be redirected to the next step.
4. Select Your Tax Household:
If you are under your own tax household (deposit limit: 150,000 EUR)
If you are under your parents’ tax household (deposit limit: 20,000 EUR)
5. Review and confirm: Review the Terms & Conditions and tap Submit.
6. PEA creation: Your PEA is being created. Once created, you’ll receive a notification when it is ready so you can make a deposit into your PEA account by tapping the “Make a deposit” button. Learn more about PEA deposits from our article: How to deposit into a PEA?