All savings plans in one place
July 2, 2024 |
Manage all of your savings plans in the Scalable Broker in just one place.
Savings plans are ideal for the continuous accumulation of assets – without much effort. Once the savings plan is up and running, shares in securities are automatically and regularly purchased for a specified amount.
Do you want to quickly see which savings plans are due to be executed next? Or would you like to manage all your savings plans in one place? This is now possible with the new savings plan overview in the Scalable Broker. You can manage your savings plans here, regardless of whether you want to adapt savings amounts or delete existing orders.
You can access the overview in the app via the home screen in the broker by clicking on the three dots next to Portfolio and selecting Savings plans. On the desktop, you will find the overview in the Savings plans tab.
There, you will see all savings plans with the following information:
- Savings plan amount
- Execution frequency
- Next execution date
You can sort them in different ways:
- Alphabetically
- By savings amount
- By execution order
Clicking on the security takes you to the usual savings plan view where you can make any changes.
The feature is currently available on the web and will soon be available on Android and iOS.
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Scalable Capital
Broker with flat rate
Scalable Capital is a leading fintech in Europe that brings people and technology-based investing together. Scalable Capital offers a broker with a trading flat rate that enables customers to trade shares, ETFs, cryptocurrencies and funds themselves and to conclude savings plans.