Investment Plans, recognised for providing an outstanding strategy for long-term, passive investing, now offer clients the new autoinvest feature, which enhances client flexibility to an unprecedented level. Users can choose to utilise free funds within their XTB account or opt for a bank transfer to regularly augment their individual portfolios. Facilitated by a user-friendly app, setting up recurring payments becomes effortless, with the flexibility to choose daily, weekly, or monthly cadences, ensuring adaptability to evolving financial needs and investment goals.
Clients have the ability to craft personalised portfolios of up to nine Exchange Traded Funds (ETFs). This customisation allows alignment with individual risk tolerance, industry preferences, or regional coverage. The plan dynamically manages invested capital across each ETF based on the designated percentage allocation, with timely alerts guiding clients in making necessary adjustments over time.
Clients are empowered to create up to 10 portfolios, each comprising nine ETFs, with the autoinvest functionality able to be set up individually for each portfolio. This level of control provides unparalleled authority over one’s investment strategy, allowing clients to modify or cancel the feature seamlessly through the XTB app at any time.
It should be noted that the setup and maintenance of Investment Plans come at no cost, demonstrating XTB’s dedication to eliminating unnecessary financial barriers for its clients. Additionally, XTB offers 0% commission on ETF investing*.
Build your own portfolio and download the XTB app 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. Transactions 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.