Automatic Investment Plan

You can set up an Automatic Investment Plan, Cash Sweep and Income Sweep between the SDP and Managed Portfolios. 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. If you do not elect to have the Automatic Investment Plan activated from account inception, you can switch it on afterwards if you wish to have the cash automatically invested. To do this, navigate to Investing  > Automatic Investment Plan > Select On. For more information, please refer to the brochure here.

There are two ways to activate your client's automatic investment plan, during onboarding and post onboarding.

During Onboarding

As part of the onboarding wizard, under Investment and fees, you will have the ability to select a box which will allow the investment plan to commence from the account inception. 

If this has been nominated once cash has been received, as long as the minimum initial investment amount is met for the managed portfolio, funds will automatically be invested. 

Post Onboarding

The automatic investment plan can be switched on after the onboarding has been completed as long as the account is active. 

1. Search for a specific client via the Quick Searchfunction, then select Investing . 
2. You will land on Orderson the horizontal menu, select Automatic investment plan. 
3. There will be a toggle between"off" and "on". Once you have selected "on",any future cash received, as long as the minimum initial investment amount is met for the managed portfolio, funds will automatically be invested.  
4. You can nominate to set up a new investment plan by selecting Create new automatic investment plan. 

1. Locate the client via the Quick search. 
2. In the vertical menu, under Account click Investing.
3. On the horizontal menu select Automatic Investment Plan.
4. Any Investment profiles that have been set up for the future will appear under Future Automatic Investment Plan, you can select View to see past allocations.
5. If you wish to delete it, simply select View/Delete. You will be taken to another page to confirm the deletion.

1. Locate the client via the Quick search. 
2. In the vertical menu under Account, select Investing.
3. On the horizontal menu select Automatic Investment Plan.
4. Under Previous automatic investment plans, you can select View to see past allocations.