Setting up a Regular Investment to buy shares on a monthly basis is quick, easy and can save you money on your share dealing commission. You can set up a Regular Investment in your Investment Account and/or ISA. Here is an example of how to do it.

Step 1: Having already registered for an Investment Account, log in to your account.

Step 2: Select Investment Account or ISA from the left hand menu to choose which account to set up a Regular Investment in. Regular Investment will then appear as an option under that account for you to click.

Step 3: Select the name or symbol of the stock you would like to buy. You can look this up easily by typing a few letters of the name and then clicking the ‘go’ button next to ‘Which shares can I trade?’

Once the search is complete, click the Regular Investment ‘tick’ button of your chosen stock to continue.

Please note that not all stocks are available for Regular Investment. Please view our Regular Investment stocks list for more information.

Step 4: Next, select how you would like to invest:

Amount to invest £ The value of shares you’d like to buy in pounds. The amount of shares you own in that company already is shown in ‘Current holding’ above.

Percentage to invest Set a percentage based on the available cash in your account (your balance is shown in the top right corner of the screen, but please bear in mind that this may change before SmartDeal day as a result of other transactions).

Please note that you cannot mix these options. You need to either select “percentage” for all of the Regular Investments you wish to make or “amount to invest”.

The frequency for purchase is monthly only so you do not need to change the ‘Frequency’ box.

Step 5: Click ‘Save’ at the bottom of the page to complete the set up of your Regular Investment.

You will then see on your summary page all of the Regular Investments you have set up. From here you can edit or delete them at any time if you need to.