Changes to the setup of your Recurring Investments can be made Easily as follows:
Please note: Cancelation of Recurring Investments must be made at least 3 business days prior to the debit order date otherwise the debit order will still execute.
1. Navigate to the Recurring Investments page by clicking on the Recurring Investments option in the My Account menu as shown in the image below or by logging in after clicking on this link https://platform.easyequities.co.za/RecurringInvestment
Doing so will take you to the Recurring Investments page of the website.
On arrival on this page, any Recurring Investments you have already set up will be visible under the following 3 categories:
- Shares / ETFs
- Available Funds
2. Find the Recurring investment you wish to Edit / Remove and click on the red ACTIONS button at the end of the row of recurring investment information.
Please note: If you don't see a red ACTIONS button, but see the words "Third Party Debit Order" under the 'payment method' column instead, then you'll need assistance from us and should follow the instructions in this FAQ article - How do I edit or cancel a 3rd party debit order?
This will open the menu item displaying options to:
A. Edit the Recurring Investment
Clicking on this button will take you through to an "update recurring investment" screen, showing you all of the options you can choose for your recurring investment as listed below:
- The recurring investment amount
- The percentage by which you would like the amount to increase per year
- A choice of whether you want the investment to exclude transactions fees or be inclusive of them
- The payment method to fund your recurring investment
- The frequency of the Investment
- The day of the month on which the Investment should be madeFor more details on these options, see part B of the FAQ article How do I set up a Recurring Investment?
1. Once you have edited the elements of the debit order you want to change, Click on the "Update Recurring" button in the bottom right hand corner of the screen.
Doing so will take you to the "confirm your recurring investment" screen.
2. Check that all of the details you've just changed are correct on the screen.
3. Click on the Update Recurring button on the bottom-right of the screen.
You will be taken back to the "Recurring Investments" screen with a message confirming that the recurring investment was successfully updated as per image below.
B. Cancel the Recurring Investment
Clicking on this button will take you through to a "cancel recurring investment" screen on which you can confirm that you would like to cancel the recurring investment by clicking on the yes button.
Doing so will take you back to the "recurring investments" screen with a message confirming that the recurring investment was successfully cancelled as per image below.