Setting up a Recurring Investment on EasyEquities
When you navigate to the buy page of a share, ETF, basket, or bundle, you will be greeted with the familiar buy section where you can input the investment amount you wish to enter.
To set up a Recurring Investment, select the Recurring button before proceeding.
- Confirm the amount you wish to invest as a recurring investment type, including an annual increase amount.
- Choose whether you want this recurring investment to come directly from your available funds in your EasyEquities account or as a debit order from your bank account.
- Select your desired frequency for the recurring investment.
- Based on your frequency selection, choose a day of the month for the recurring investment to take place or a day and a month for quarterly and annual recurring investments.
- Confirm your bank details if you selected a debit order as the payment method.
- Check the necessary checkboxes and hit continue.
If you already have a share or bundle in your portfolio to which you would like to add a recurring investment, you can click on the cog icon and select Add Recurring to follow the same steps.
To view/manage recurring investments that you have set up on your account, click the menu icon and select Recurring Investments where you can edit, cancel, or add another recurring investment.