Investment Plans

Save, Investment Plans

Written by Adrian Breniuc

Updated: 2024-06-10 08:31:39

Important: Shares and ETFS are not offered by XTB Ltd (Cy)


What are XTB Investment Plans?

Investment Plans are an easy-to-use solution for passive investments of your savings. Through this product, available in xStation Mobil, you can create Investment Plans (portfolios) in just a few simple steps: select different ETFs, set the percentage allocation of each investment and manage everything flexibly.

Product:

  • Over 300 ETFs to choose from - range of sectors and industries across different countries.

  • Each client can create up to 10 Investment Plans. Each plan to include max. of 9 ETFs.

  • Flexibility - ETFs can be conveniently traded on the stock exchange, just like stocks.

  • Min. investment: 15 EUR , 75 RON, 15 USD

  • No time limits - investment horizon can be adjusted to the individual needs. Clients decide on how long they want to invest depending on their individual goals.

  • Taxes -> the same as in case of buying ETFs and stocks with XTB.

The most important traits of ETFs:

  • Flexibility - ETFs can be conveniently traded on the stock exchange, just like e.g. stocks.

  • Real-time pricing - you always know the outcome of the transaction right away, because ETFs are listed on the stock market.

  • Diversification - buying one ETF allows you to invest in several different stocks and commodities or even in the whole index at once.

Low costs - management fees are incomparably lower than in the case of classic funds.

You can start a new Investment Plan, from the mobile app, by pressing on the new "Save" icon.

For more questions and details, please contact Customer Support Department at support@xtb.com or by chat.

If you still need help with your question,

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The financial instruments we offer, especially CFDs, can be highly risky. Fractional Shares (FS) is an acquired from XTB fiduciary right to fractional parts of stocks and ETFs. FS are not a separate financial instrument. The limited corporate rights are associated with FS.
This page was not created for investors residing in Brazil. This brokerage is not authorized by the Comissão de Valores Mobiliários (CVM) or the Brazilian Central Bank (BCB). The content of this page should not be characterized as an investment offer in Brazil or for investors residing in that country.
Losses can exceed deposits