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Regular investor plan

How to setup a Rabo Regular Investor Plan

A Rabo Regular Investor Plan is easy to setup. Click on anyone of the following steps for further information.

Step 1: Set up an account

New Customers
If you don't have an account already, you'll need to open a RaboDirect Savings Account. It's pretty straight forward. Everything's explained here.

Existing Customers
If you have a savings account with us already - super, you're half way there! Log in to your account, click on the 'Investment' menu option, select 'Regular Investor' and 'Next'. Follow the simple instructions and your Investment Account will be opened immediately.

Step 2: Choose an account name

Choose your Rabo Regular Investor name e.g. Early Retirement, Dream holiday, New Sports Car.....you get the idea.

Step 3: Choose an account set-up date

Set the date from which you'd like to start investing.

Step 4: Choose the investment frequency

Decide how often you'd like to invest e.g. weekly, fortnightly, monthly or quarterly.

Step 5: Choose the RaboDirect Savings Account to fund your Rabo Regular Investor Plan

The money you're investing will come from this account so you'll need to ensure sufficient funds are available.

Step 6: Choose your regular investment amount

Decide how much you'd like to invest on a regular basis. You should try to invest the same amount each time to make the plan as effective as possible.

Step 7: And finally choose your investment funds

Select which funds you'd like to invest in from our list and decide how much you'd like to invest in each. For example it might be 100% in a single fund, or 50% in two different funds. You can split your amount anyway you like.