XTB Investment Plans: Invest Smarter, Not Harder

Passively invest and build your future over time with XTB’s innovative Investment Plans, now featuring the game-changing autoinvest functionality.

XTB is a leading provider of investment solutions committed to being the most transparent and innovative broker in the world. Delivering cutting-edge technology, XTB strives to provide the best possible trading experience to their clients.

Investment Plans is an ETF based product, where you can create your own portfolio based on 350+ ETFs from around the world giving clients the flexibility to manage them themselves.

The company has recently introduced a new functionality to their Investment Plans product, the autoinvest functionality, allowing clients to choose from the free funds in their XTB account or opt for a bank transfer to regularly top up their individual portfolios.

Boost Your Investment Flexibility

• Effortless Recurring Payments: If you choose the autoinvest functionality you can set up daily, weekly, or monthly automatic deposits from your XTB account or via bank transfer. You can adapt your investments to fit your evolving financial needs and goals.
• Personalised Portfolios: Build your ideal investment portfolio with up to nine Exchange Traded Funds (ETFs) chosen based on your risk tolerance, industry preferences, and regional focus.
• Dynamic Capital Management: The plan automatically distributes your invested capital across each ETF according to your chosen percentages, ensuring constant alignment with your strategy.
• Proactive Alerts: Stay informed with timely notifications prompting adjustments when necessary.

Unparalleled Control at Your Fingertips

• Multiple Portfolios: Manage up to 10 custom portfolios, each with nine ETFs, and activate autoinvest for each one individually.
• Seamless Management: Modify or cancel autoinvest anytime through the user-friendly XTB app. Investment plans provide clients with an unparalleled flexibility.

Invest Smarter, Not Harder

• Cost-Effective: Setting up and maintaining Investment Plans is completely free. Get started with as little as £15.
• Zero Commission Investing: Enjoy 0% commission on ETF purchases within your plan.*

How to Get Started

1. Download the XTB app: Available on iOS and Android, the app provides a user-friendly platform to manage your investments.
2. Build your personalised portfolio: Choose ETFs that align with your goals and risk tolerance.
3. Activate autoinvest: Set up recurring deposits and let your wealth grow steadily.

Your capital is at risk. The value of your investments may go up or down.

*All your investments under the Plan are commission-free up to 100 000 EUR equivalent monthly turnover. Transaction above this limit will be charged with 0.2% commission (min. 10 GBP). If you invest in foreign ETFs a 0.5% currency conversion fee may apply.