Help Centre

How do I add a periodic purchase to my NBI account from my online bank?

To schedule a periodic purchase for your investment account, sign in to your online bank, then:

  1. Click Overview in the left menu.
  2. Select the investment account for which you want to schedule a periodic purchase.
  3. Select the Periodic purchases tab.
  4. Click Add a periodic purchase.
  5. Answer the question about updating your personal information and investor profile, then click Continue
  6. Select the fund you want to buy and click Continue
  7. Enter the purchase instructions and click Continue
  8. Enter the income distribution and click Continue
  9. Double-check the information on the Summary page and make any modifications if necessary. 
  10. Provide a phone no., check the consent box, and click Buy.

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