Activating an automatic investment plan for your accounts

  Set up all automatic investment plans by 22nd August 2020

This will ensure your cash sweep is effective.

In our latest release, we introduced the automatic investment plan for wealth accounts. The automatic investment plan ensures cash is automatically invested into an account’s portfolios, as determined by a % allocation set up by you.

You must switch on all automatic investment plans to activate the sweep across your wealth accounts. To do this, navigate to the Investing page > Click Automatic Investment Plan > Select On.

For more information on the cash sweep, daily sweep or the automatic investment plan, read this article.

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