Put your investing on autopilot
If you’re unsure when to invest, setting up a recurring investment could be the answer. Investing regularly helps smooth out the ups and downs of the market, so you don’t need to worry about finding the ‘perfect’ time to do it.
Once you’ve set up a recurring investment, your money will be automatically invested as often as you like, without you having to think about it.
How to set up a recurring investment in the WorldTrader app
1. Log on to the WorldTrader app
Log on to the WorldTrader app and select the ‘Recurring’ option on the home screen. You’ll find this directly underneath the chart showing the value of your investments.
2. Select ‘Recurring investments’
Select the ‘Create recurring investment’ button.
3. Search for and select your investment
Find and select the equity, mutual fund or exchange-traded fund (ETF) you’d like to invest in regularly.
4. Set your investment details
Enter how much you want to invest and how often, and when you’d like your recurring investment to end. Once you’re ready, select ‘Continue’.
5. Review and confirm
Review your recurring investment. If you're happy with it, select ‘Save investment’ to set up your recurring investment plan.
6. You're all done
Your recurring investment is now set up. Want to make changes? You can modify your plan at any time by selecting the ‘Recurring’ option on the WorldTrader app home screen.
Frequently asked questions
Open the HSBC WorldTrader app
Make, manage and research your investments with the HSBC WorldTrader app.
Scan the QR code with your mobile device to open the app.
