In a strategic move to broaden their passive investing footprint, XTB presents the integration of the autoinvest functionality, a groundbreaking development that transforms their new product, Investment Plans. This enhancement is poised to make passive investing more accessible, convenient, and hassle-free for XTB clients.
XTB is a leading provider of investment solutions, committed to delivering cutting-edge and accessible options for clients worldwide. With a focus on transparency and innovation, XTB empowers individuals to navigate the financial markets with confidence.
Investment Plans offer an excellent strategy for long-term, passive investing. With an Investment Plan, you have the flexibility to design a personalised portfolio of Exchange Traded Funds (ETFs) that align with your risk tolerance, industry preferences, or regional coverage. The plan will then automatically allocate your invested capital to each ETF according to your designated percentage allocation. As the value of your Investment Plan evolves over time, you’ll get alerted to readjust the plan based on your initial fund allocation preferences.
The new autoinvest feature allows clients to choose from the free funds in their XTB account or opt for a bank transfer to regularly top up their individual portfolios.The user-friendly app empowers clients to set up recurring payments at their chosen cadence, be it daily, weekly, or monthly. Recurring payments provide adaptability to changing needs and investment goals.
Clients have the flexibility to create up to 10 portfolios, each comprising up to nine ETFs. The autoinvest functionality can be individually set up for each portfolio, offering unparalleled control over your investment strategy. Modify or cancel the feature at any time through the XTB app, ensuring a tailored and dynamic investment approach.
Aligned with their commitment to transparency, XTB offers 0% commission on ETF investing*. Additionally, the setup and maintenance of Investment Plans are entirely free of charge, allowing clients to invest without unnecessary costs and barriers.
A new smartphone, apartment, or maybe retirement? Whatever your goal is, Investment Plans can help you achieve it. Create your own portfolio today!
Your capital is at risk. The value of your investments may go up or down.
*All your investments under the Plan are commission-free up to 100 000 EUR equivalent monthly turnover. Transaction above this limit will be charged with 0.2% commission (min. 10 GBP). If you invest in foreign ETFs a 0.5% currency conversion fee may apply.