How to set up periodic investing in ETFs
On your Self-Directed Investing account
Periodic investing in ETFs in 3 steps
As an investor with ABN AMRO, setting up periodic investing couldn’t be easier. Read on to find out the steps to take when you are using our Self-Directed Investing Basic or Plus service. If you have a Guided Investing account, read about submitting a one-off or periodic order here. Please note: you could lose (some of) the money you invested.
Go to your account overview
Log in to Internet Banking or the ABN AMRO app. Click or tap your Self-Directed Investing Basic or Plus account. Click or tap ‘New order’ in your portfolio overview. Select ‘ETFs’ in the menu at the top, and then 'Periodic investing in ETFs'.
Search by fund name or ISIN code or scroll through the list. Click your chosen periodic ETF. Use the tabs to filter. Check the fund details for the price at the most recent cut-off time (closing price) and price information. Once you’ve selected an ETF, click 'Buy'.
Setting up a periodic order
At the top of the screen, you will see the price at which the ETF is currently trading, the next cut-off time, and the execution date of your order. Make sure you always read an ETF’s key investment information under ‘Price information’. Select the investment account you want the funds to go into and the linked account (contra-account) that you want the money for the investment to come out of.
Next, select ‘Periodic’. Set an amount to invest and the frequency. Select the start date for the order, and possibly an end date as well. You can change or cancel a periodic order at any time. Check the order summary carefully. To make any changes, click or tap ‘Back’ in the top-left corner. Click or tap ‘Next’ to place the order.
Confirming a periodic order
Confirm the buy order either by scanning the QR code in the ABN AMRO app or by using your e.dentifier. You will then be taken back to the portfolio overview. Your order will not be listed there yet, because it still has to be processed on the execution date. Click ‘Order status’ to check the status of your order.
Frequently asked questions
How do I compare ETFs?
If you want to check and compare the details and performance of ETFs, use the fund selector.
When will my periodic order be executed?
If you place an order for a periodic ETF, the order will be executed at the opening price on your chosen trading day. Want to sell this ETF? If you place your order before 8.30 a.m., it will be executed at the opening price on the same trading day. Orders placed after 8.30 a.m. will be executed on the next trading day.
If I invest periodically in an ETF, when is the price set?
The price of a periodic ETF is the opening price of the ETF on the trading day that you place the order.
Investing involves risks
Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.
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