Introduction

A savings plan offers a convenient way for your users to automatically make recurring investments in financial instruments or portfolios, to achieve their financial goals.

Setting up a savings plan via the Investment API can be done with a single API request. The intervals can be configured to best suit your users needs, from every day to once every quarter and beyond.

Once the savings plan is created, our system will automatically execute the savings plan based on the provided configuration.

Learn more about the execution flow of savings plans and their execution states in the "Savings plan execution" guide.