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How can I create or delete a savings plan?
How can I create or delete a savings plan?
François avatar
Written by François
Updated over a week ago

To be able to create a savings plan you first need to have a Savings plan Pocket. You can do so by tapping “Create new pocket” in the pocket section of the app and choosing: “Savings plan”.

Once you have opened this pocket, choose the asset, the amount and the day of the month on which your savings plans will be executed.

Kindly note that if you haven’t completed the onboarding for a specific asset type (crypto, fractional shares or precious metals) you’ll be redirected to the onboarding process for that instrument.

Do you already have a Savings plan pocket? Then just tap on the banner on the top of the screen and you’ll be presented with your current savings plans. Here you’ll be able to create new plans or even delete the existing ones.

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