You can only create an Investment Plan on the XTB app, though you can manage the plan from xStation after being created. To create an investment plan you need to Choose the desired ETFs for your plan, Determine the percentage of each ETF in the portfolio, Top up your Plan , Set the investment amount, Confirm your choice and your Investment Plan will be created. To manage your Investment Plan, go to the Edit tab of your plan, Remove the ETF that does not align with your strategy, Add a new fund to your portfolio, Set the percentage share of instruments in the portfolio, Confirm your choice and your investment plan will be updated. Watch a demonstration video here.

If you have any further questions please do not hesitate to contact a member of our sales team at +44 2036953085 or by emailing us at uksales@xtb.com.

For any non UK clients, please visit https://www.xtb.com/int/why-xtb/contact, select the country you have registered with and contact a member of our staff.

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