How do I edit a periodic purchase for my NBI account from my online bank?

To edit 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 edit a periodic purchase.
  3. Select the Periodic purchases tab.
  4. Click the Edit icon next to the periodic purchase you want to modify.
  5. Answer the question about updating your personal information and investor profile, then click Continue
  6. Edit the purchase instructions and click Continue. You can edit: the amount and the frequency of the purchases, and the account from which the funds are withdrawn.
  7. Edit the income distribution, if necessary, and click Continue
  8. Double-check the information on the Summary page and make any modifications if necessary. 
  9. Provide a phone no., check the consent box, and click Buy.

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