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How do I stop a systematic savings plan online?

You can stop or modify automatic transfers from your bank account to an investment account online without having to call us. Simply follow the steps below.

Stop or modify systematic savings to a National Bank Investments account

  1. Sign in to your online bank.
  2. Click Overview in the left menu, then on the account under National Bank Investments (NBI) for the account details.
  3. Select the Periodic purchases tab.
  4. Click on the “trash can” icon to delete the existing periodic purchase of your choice. Verify the information of the periodic purchase you want to delete.
  5. Enter a phone number and then click Stop purchase.

If you simply want to reduce the systematic savings plan amount, click the “pencil” icon instead and follow the steps.

Stop or modify systematic savings to a NATgo investment account

  1. Sign in to your online bank.
  2. Click Overview in the left menu, then on NATgo Sign in.
  3. Select the Transfers  tab.
  4. In the section titled Electronic Funds Transfers (EFTs) – Recurring, identify the active recurring transfers you want to stop, and click the “X”.
  5. A window will open, and click Confirm.

If you simply want to reduce the systematic savings plan amount, cancel the existing transfer and create a new one.

Don't lose sight of your goals.

If your financial situation allows it, remember that it is better to be rational and stay invested by keeping your systematic savings plan.

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