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Set up an automatic investment

Investing
Step of

Step 1 Go to Invest

From the Invest page, tap the 'Invest Automatically' button

Step 2 Look for shares and funds

Look through the available shares and funds

You can use the search bar and filters to find specific companies

Step 3 Choose your investments

Tap one or more companies to add them to your automatic investment, then tap 'Select'

Step 4 Enter your amount

Enter the full amount you'd like to invest across your chosen companies

Step 5 Choose a frequency

Choose how often you want to invest by tapping one of the available options

Step 6 Set an investment date

Based on how often you want to invest, choose the day we process your investment

Step 7 Set a start date

Choose when you want your automatic investment to start

Step 8 Review your frequency

Check your investment frequency details and tap 'Next' when done

Step 9 Divide your investment amount

Choose how much of your investment amount you want to use for your selected shares and funds, then tap 'Next'

Step 10 Review your investment

Check the investment details you have entered and tap 'Confirm Automatic Investment' when done

Step 11 Confirmation

We will confirm that your automatic investment has been set up

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