Help & FAQs

How can I set-up a Regular Investment on my account?

From your dashboard you can select 'Set up a Regular Investment' from the 'Current Arrangements' section on the right hand side of the screen for the account you would like the service to apply to (this is also an option from the 'Manage A/C' button within your portfolio).

Once on the Regular Investment screen account balances are displayed, with the option to add new investments.

The Regular Investment trade date is on or around 22nd of each month, with a minimum investment amount of £10.00

Please note: You would need to top-up your account regularly to ensure you have a sufficient cash balance in the account to cover the regular investments.

Submitted on 30th Aug 2019

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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