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Investment Plans

Save, Investment Plans

Adrian Breniuc avatar
Written by Adrian Breniuc
Updated over 5 months ago

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.

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