Investing - Share Dealing - Regular Investment Plan
You can set up an investment plan to instruct us to buy certain shares for you every month into any of The Motley Fool accounts. There are four investment dates each month which can be found on the website.
When any of these dates fall on a non-working day, the investment will take place on the next working day. You can choose to set up a monthly or a pre-planned once-only investment.
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To set up your first investment plan, you will need to sign in and select 'Regular Investment' from the left hand menu. Ensure you have the appropriate account selected and click 'Create Investment Plan'.
You will then need to choose how often you wish to invest, and what date to invest on. You will also need to decide on the type of investment you would like to make. This can be a fixed amount of money per investment or a percentage of available funds within your account at the time of investment.
You will then need to add the investments you want to buy to your investment plan.
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To change your investment plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click 'Amend' in the investment plan area.
You can change your investment plan up until midnight the day before your shares are due to be purchased.
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To add an investment to your investment plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click 'Add Investment'.
Select the investment you wish to add by entering the investment name or company code in the appropriate fields. If more than one security matches your search a list will be displayed for you to select the security you wish to add. You will then need to enter the value you wish to invest.
If you are having difficulty finding the security you wish to add to your investment plan, try inputting the first couple of letters of the investment name and click 'Search'. If this does not bring up your chosen security then it may not be eligible for investment into your account.
The investment will now have been added to your investment plan. Please note that you may need to increase your subscription payment to ensure you have sufficient funds in your account on the planned investment date.
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To remove an investment from your investment plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected then locate the security you no longer wish to invest in and click 'Remove' on the corresponding row.
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To suspend your investment plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click ‘Suspend’ in the investment plan area. Check the details on the next screen and click ‘Suspend Now’.
Suspensions should be made at least one working day prior to the next investment date. When your plan is suspended no further shares will be purchased for you through your investment plan until you re-activate the plan.
Please note that suspending your investment plan will not automatically suspend any regular funding plan you may have set up on your account.
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To restart your investment plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click 'Reactivate' located in the investment plan area.
Please note that reactivating your investment plan will not automatically reactivate any regular funding plan you may have set up on your account.
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Risk Warning
The value of your investments and the income from them can go down as well as up.
You may not get back the full amount you have invested. If you're in any doubt about the suitability of an ISA, SIPP or whether to buy or sell shares, you should consult an appropriate Financial Adviser.
The Motley Fool Share Dealing Service is provided by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England No.3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS. A Member of the London Stock Exchange and an HM Revenue & Customs approved ISA Manager.
The Motley Fool Limited is an Introducer Appointed Representative of Halifax Share Dealing Limited.
