1. On the vertical menu under account, select Investing.
2. A horizontal menu will appear. Automatic investment plan.
3. Click on Create new automatic investment plan.
4. You will need to select a date to commence the Automatic investment plan.
5. Enter the percentage allocation between the portfolios ensuring it equates to 100%.
6. Lastly to nominate whether a cash sweep will be switched on for this account and then select Save.