Shares

Once your Client is fully onboard (for more information, please check this article:<a href="https://support.shares.io/en/articles/235767-how-to-create-clients-with-personal-accounts"> How to create Clients with personal accounts?</a><a href="https://support.shares.io/en/articles/250939-how-to-create-clients-with-business-accounts"> How to create Clients with business accounts?</a>) you can create a Plan for them. Please find the below instruction on how to do it. You can also check our <a href="https://www.shares.io/fr/product-tutorials/how-to-create-an-investment-plan" rel="nofollow noopener noreferrer" target="_blank">video tutorial.</a>

<a href="https://support.shares.io/en/articles/235765-how-to-sign-in-to-the-shares-pro-platform">Log in to the Shares Pro platform</a>: Access your account by clicking on the magic link sent to your email address to log in.

Select Your Client: From the left-side menu, locate and select the client for whom you want to create the Plan.

Click on “Create a Plan”: You will find this option in the top-right corner of the client’s portfolio.

Click on “Create a new Plan”: Create a completely new Plan or use your saved templates. Learn more about Plan templates from our article:<a href="https://support.shares.io/en/articles/258927-how-to-create-and-manage-plan-templates-on-the-shares-pro-platform"> How to create and manage Plan templates on the Shares Pro platform?</a>

Provide Required Information: Fill in all necessary details:

- Plan name;
- Advised management fee (optional, 1.0 % max);
- Initial Investment: This is optional, with a minimum of 250 EUR;
- Recurring Amount: This is mandatory:
 1. For CTO accounts, the minimum recurring amount is 50 EUR.
 2. For PEA accounts, the minimum recurring amount is 200 EUR.
- Start date;
- Frequency (monthly, quarterly, and annually).

Add Desired Assets: If you're not using a template, click the “+” icon next to each asset you want to add (you can add up to 20 assets).

- Manual Allocation: Enter the percentage allocation for each asset manually, ensuring the total adds up to 100%.
- Alternatively, click the “Split Evenly” button to automatically distribute the allocation evenly across the selected assets.

Save as Template: If you wish you can save this allocation as a template so you can re-use it for every new Investment Plan.

Submit for Review: Once you’ve completed all the details, click “Submit for Review.” The request will then be sent to your client for review and approval via email.

1. <a href="https://support.shares.io/en/articles/235765-how-to-sign-in-to-the-shares-pro-platform">Log in to the Shares Pro platform</a>: Access your account by clicking on the magic link sent to your email address to log in.
2. Select Your Client: From the left-side menu, locate and select the client for whom you want to create the Plan.
3. Click on “Create a Plan”: You will find this option in the top-right corner of the client’s portfolio. 
4. Click on “Create a new Plan”: Create a completely new Plan or use your saved templates. Learn more about Plan templates from our article:<a href="https://support.shares.io/en/articles/258927-how-to-create-and-manage-plan-templates-on-the-shares-pro-platform"> How to create and manage Plan templates on the Shares Pro platform?</a>
5. Provide Required Information: Fill in all necessary details:
 - Plan name;
 - Advised management fee (optional, 1.0 % max);
 - Initial Investment: This is optional, with a minimum of 250 EUR;
 - Recurring Amount: This is mandatory:
 1. For CTO accounts, the minimum recurring amount is 50 EUR.
 2. For PEA accounts, the minimum recurring amount is 200 EUR.
 - Start date;
 - Frequency (monthly, quarterly, and annually).
6. Add Desired Assets: If you're not using a template, click the “+” icon next to each asset you want to add (you can add up to 20 assets).
 - Manual Allocation: Enter the percentage allocation for each asset manually, ensuring the total adds up to 100%.
 - Alternatively, click the “Split Evenly” button to automatically distribute the allocation evenly across the selected assets.
7. Save as Template: If you wish you can save this allocation as a template so you can re-use it for every new Investment Plan.
8. Submit for Review: Once you’ve completed all the details, click “Submit for Review.” The request will then be sent to your client for review and approval via email.

If you are looking for instructions on how to manage the approved Plan, please check our article: <a href="https://support.shares.io/en/articles/284528-how-to-manage-a-plan-on-the-shares-pro-platform">How to manage a Plan on the Shares Pro platform?</a>

Creating a Plan