ETFs investment plans
What is an ETF investment plan?
ETF investment plan is a feature that allows you to invest in selected exchange-traded funds (ETFs) on a recurring basis, helping you grow your investments over time automatically.
Our investment plans are available with ETFs (funds that bundle a diversified mix of companies or other assets together) spreading risk. To learn more about ETFs, their types, and benefits, read these FAQs in our Help Centre.
It's commission-free to buy ETFs under the ETF investment plan. You'll enjoy recurring purchases without commission charges, even if you exceed your usual monthly limit for commission-free transactions. However, other charges may apply, like standard ETF-related charges or FX charges. Read this FAQ for more details on ETF charges.
Setting up an ETF investment plan
To create an ETF investment plan:
- Go to 'Invest' on the bottom menu and tap on 'Trade'
- Go to 'Collections'
- Look for 'ETF investment plans'
- If you are looking for a specific ETF, you can look for its name or ISIN in the search bar or under the ETF product full list. You can confirm if the specific ETF is part of the ETF investment plans by searching under the asset details screen for the 'ETF investment plan' dedicated banner
- Finally, set the parameters of your recurring buy order on the eligible ETF investment plan (amount, frequency and first execution date)
When are ETF investment plans executed?
Future orders will be placed 1 hour after the market opens. If the scheduled order falls on a non-trading day, the order will be executed the next trading day.
If you don't have enough funds in your investment account, the ETF purchase will fail, and the recurring buy will be cancelled.
You can enable auto top-ups. If you do this, we'll automatically transfer money from your main Revolut account to your brokerage account to fund your recurring buy orders.
Cancel an ETF investment plan
To cancel an investment plan at any time:
- Go to 'Invest' on the bottom menu and tap on 'Trade'
- Scroll to 'Orders'
- Select the order you'd like to cancel
- Tap 'Cancel'
If you change your mind, you'll need to set up a new plan.