How can I create an Investment Strategy?

You can create a sustainable Investment Strategy in five easy steps:


  1. Head to your home page and click on Create an Investment Strategy.

  2. Give a name to your Investment Strategy.

  3. Set the amount you would like to save each month.

  4. Pick a day of the month on which you would like the direct debit to take place.

  5. Check your savings potential, confirm the criteria and create your plan.


You can edit or cancel your Investment Strategy at any time.

To do so, go to your account and select the Investment Strategy wallet. After this, click on the "..." and then edit an existing plan, perform the intended changes, and save the alterations.  

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