How to set up a regular monthly investment

  • Choose the account you'd like to invest through

    If you don’t have an investment account with us already, the first step is to decide which account you want and then open one. You can invest tax-efficiently with the Triodos Stocks and Shares ISA or with an Impact Investment Account. Opening an account only takes a few minutes in the Triodos Mobile Banking App. Keep in mind that tax benefits of ISAs depend on your individual circumstances and may change in future. Also that investments go down as well as up so you could get back less than you put in.

    If you already have an investment account, log in via the website or Triodos App.

    In your account Overview, click on the account you would like to invest through and check that you have the amount of money available in your linked Cash Account. Make a transfer into the Cash Account if you don’t have enough available to invest. The money must be available on both the day you set up the instruction, and the day it is due or we will not be able to process your instruction.

    Your first deposit into your Cash Account must be from your nominated account. If you don’t make your first deposit from your nominated account it could cause delays in it showing in your account.

    See How do I add money to my Cash Account?

  • Choose your fund and select monthly investment

    Once you’ve chosen the account, select the ‘Invest More’ button and select the fund you would like to invest in (be careful to choose the correct fund), click ‘Invest’, select either distribution or capitalisation shares, and then ‘Monthly’. 

  • Confirm your investment amount and when you’d like your monthly investment

    Enter the amount you want to invest (minimum of £25 for regular monthly investments or £250 for lump sums or top ups), select the day of the month that you’d like your monthly investment (1st to 28th) and click ‘Continue’.

    You will need to make sure that there is sufficient money available in your Cash Account on the day your regular monthly investment is due. For more information see What happens if there is an insufficient balance in my Cash Account on the day my regular monthly investment is due? 

  • Review the details

    You will then see a summary of your instruction and an estimate of the associated annual costs, if you are happy with these click ‘Continue’.

    The following page confirms your investment amount and the Cash Account which will be debited, along with its current balance.  

    Here you can also read the Supplementary Information Document (SID) and Key Investor Information Document (KIID), and you’ll be asked to confirm that you have read them before you can proceed.

  • Authorise the purchase

    Enter your Triodos App login or Internet Banking password to authorise the purchase.
    You will then see confirmation that your monthly investment instruction has been received.

  • We'll arrange the rest

    If your monthly investment date falls on a Business Day it will be dealt that day and you will receive the price for that day. If your monthly investment date falls on a weekend or other non-Business Day, the money will be earmarked on your monthly investment date but will be dealt on the following Business Day.

    A contract note will be available under the ‘Transactions’ section for your Stocks and Share ISA or Impact Investment Account once the trade is completed.