Create an Automatic Payment

Use automatic payment to deposit money directly into an account or a portfolio/saving plan via Avtalegiro. We can select one-time or recurring payments.

When you select a portfolio or savings plan, funds will be allocated to the portfolio, and trade orders will be generated automatically.

Navigate to the Action menu and select Automatic Payment.

Open

Create an automatic payment connected to a portfolio or savings plan

When you select a portfolio or savings plan, funds will be allocated to the portfolio, and trade orders will be generated automatically after the deposit is done.

We can select one-time or recurring payments.

Open

 

A deposit order is created for the customer.

A job is running automatically to create the deposit order and the linked orders according to the portfolio/saving plan.

The deposit order will get status placed and linked orders will be created with status pending finance.

Navigate to the overview for AvtaleGiro to view the placed order.