All savings plans in one place

July 2, 2024  |  Scalable Capital
Asset_Blog_Savings_Plan_Overview_1920
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.

Asset_Blog_Icon_Savings_Plan_Hub

Risk Disclaimer – There are risks associated with investing. The value of your investment may fall or rise. Losses of the capital invested may occur. Past performance, simulations or forecasts are not a reliable indicator of future performance. We do not provide investment, legal and/or tax advice. Should this website contain information on the capital market, financial instruments and/or other topics relevant to investment, this information is intended solely as a general explanation of the investment services provided by companies in our group. Please also read our risk information and terms of use.

Author Scalable Capital
Scalable Capital
Digital wealth management & broker with flat rate
Scalable Capital is a leading fintech in Europe that brings people and technology-based investing together. Scalable Capital offers digital wealth management and a broker with a trading flat rate. In digital wealth management, the company creates and manages globally diversified ETF portfolios for its customers with, if desired, sustainable investment strategies. The broker enables customers to trade shares, ETFs, cryptocurrencies, funds and derivatives themselves and to conclude savings plans.