AutoInvest:
Start, pause or stop your recurring orders whenever you want
Get investment inspiration and choose from a range of eligible ETFs
Top 3 ETFs - iShares | Symbol |
|---|---|
| 1. iShares Core MSCI World UCITS ETF | SWDA:xswx |
| 2. iShares Core SPI (CH) ETF | CHSPI:xswx |
| 3. iShares Core S&P 500 (Acc) UCITS ETF | CSSPX:xswx |
Top 3 ETFs - Amundi | Symbol |
|---|---|
| 1. Amundi S&P 500 II UCITS ETF | LYSP5:xswx |
| 2. Amundi STOXX Europe 600 ESG UCITS ETF | C6E:xswx |
| 3. Amundi Nasdaq-100 II UCITS ETF | NADQ:xswx |
Please note that instruments in this list may vary over time and be subject to change without prior notice.
 | Swissquote | Neon | IBKR | Yuh | |
|---|---|---|---|---|---|
No commissions to buy |  | X | | X | X |
No monthly fees | | X | | | |
No minimum deposit | | X | X | X | X |
Frequently Asked Questions
AutoInvest is a solution that helps you minimize the time and effort it takes to make recurring investments by automatically investing the amount of your choice in your selected instruments every month. Your AutoInvest sub-account is linked to your main Saxo account and allows you to set up recurring orders placed automatically for you every month. You can choose the amount, select your instruments within a range of ETFs and define your instrument segmentation in just a few clicks.
With no commissions to buy, no monthly fees and no minimum deposit required, and the added benefits of compound interest and dollar-cost averaging, automating your recurring investments can be an effective way to level out your risk exposure, avoid the need to time the market and maximize your investment potential in the long term.
AutoInvest offers instruments in a selection of iShares and Amundi ETFs. You can view the full selection here .
Currently, AutoInvest offers a selection of ETFs, including equity-based ETFs. Investing in single stocks or fractional shares is not supported at this time.
Yes, you can browse through a large selection of tools available directly on the platform to get inspired. You can explore our Investment Themes, including largest indices, Tech, Health, Real Estate, Consumer Goods and many more, as soon as you are setting up your AutoInvest account – simply click on "Find inspiration" and make your investment selection right there and then. Once your account is set up, you will also get access to our Top News section and dedicated Webinars on the platform to help you develop your market knowledge and inspire your future investments.
No, there is no minimum or maximum amount for how much you can invest each month. You can adjust the amount you want invested each month at any point in time.
Yes, you can change your recurring amount, instrument selection and investment split at any time. You can make these changes right up to the banking day before your money is invested each month.
Your money is invested on the 5th of each month. You can see your investments in your AutoInvest account after they have been made. If the 5th falls on a public holiday or a weekend, your money will be invested on the next banking day. Please see art. 39.12 of our General Terms and Conditions for full details.
If your AutoInvest account balance is lower than the amount you have chosen to invest in, your investments will not be placed that month and you will skip an investment cycle until you replenish your account with sufficient funding to cover your selected investments.
You can select up to 10 different instruments to invest in monthly on your AutoInvest sub-account. Should you want to invest in more than 10 instruments, you can create additional AutoInvest sub-accounts to cater to your needs.
Yes, you can hold up to 10 sub-accounts linked to your main Saxo account at any given time. This includes both AutoInvest and currency sub-accounts.
No, AutoInvest is supported in CHF only.
Log in to your external online banking services provider and set up a monthly transfer to your AutoInvest account. Alternatively, you can set up a recurring transfer from your main Saxo account to your AutoInvest account. For full details, please click here.
No, position transfers to and from an AutoInvest sub-account are not supported.
Opening an AutoInvest sub-account is entirely free: no commissions to buy, no monthly fees, and no minimum deposit required.
Commissions apply if and when you choose to sell your positions. A currency conversion fee may apply if you invest in foreign currency instruments and stamp duty is levied where applicable. Custody fees apply as per our General Terms and Conditions – these can be waived entirely by enabling Securities Lending on your main account (see more information on Securities Lending here). Please also consult our General Terms and Conditions.
Commissions apply if and when you choose to sell your positions. A currency conversion fee may apply if you invest in foreign currency instruments and stamp duty is levied where applicable. Custody fees apply as per our General Terms and Conditions – these can be waived entirely by enabling Securities Lending on your main account (see more information on Securities Lending here). Please also consult our General Terms and Conditions.
Yes, you can start, pause or stop your recurring orders at any time. If you wish to stop them, simply set your monthly investment amount to zero or stop transferring money to your AutoInvest account.
You can close your AutoInvest account in a few simple steps. For full details, please click here.
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