How to set up periodic investing

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. In the menu at the top, select ‘Investment funds’.

Search by fund name or ISIN code or scroll the list. Click or tap the investment fund you want. 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 have selected a fund, click or tap ‘Buy’.

At the top of the screen, you will see the price at which the investment fund is currently trading, the next cut-off time, and the execution date of your order. Make sure you always read an investment fund’s essential 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 order’. 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.

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.