To set up a "Saving Plan", follow these steps:
- Sign up or log in to your existing account.
- Navigate to a Portfolio page, select "Options" and simply select the "Set up a Savings Plans" button to get started.
- Choose the frequency of your recurring payments (weekly, fortnightly, or monthly).
- Enter the day you want your first and subsequent payments to be collected
- Enter the amount you want to invest with each payment.
- Authorise the recurring payment directly with your bank via OpenBanking*
- Confirm and activate your "Saving Plan."
*Please note: not all banks currently support recurring payments. If you bank does not support this feature, then we will direct you to set up a Direct Debit instead.