Making your first investment

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The EasyEquities platform has been designed to be user friendly and intuitive, so even though this might be new territory for you, once you get going it should all make sense. The most important thing is: just start! 

You have a few different accounts that you can invest in. Each of them can serve a different purpose in being part of your overall portfolio. Read more about the different accounts and what they mean here.  

 Start investing in just a few easy steps: 

  1. Log in to your account

  2. Select Invest Now at the top of the page

  3. Make sure you have the right account selected on the account selector.

  4. Optional: Use the filter options to narrow down all the available companies and exchange traded funds to invest in or use the search bar below that if you know what to look for. 

  5. Select what you would like to invest in

  6. Choose one of the preselected amounts or enter your own amount

  7. Select the option to either do a recurring investment or a once-off investment (you can do as many once-off investments as you like)

  8. If you choose a recurring investment you'll need to confirm all the details about when and how you'd like your investment to happen. If you choose a once-off investment you'll simply confirm your transaction.

  9. Select the invest now button or the continue button

It's as easy as that. You can now view your investments by selecting the Account Overview any time.

New to investing? 

Check out some of our blogs aimed at helping you understand a bit more about investing, shares and creating a portfolio here.

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