Video Guide · Transactions
Start a SIP. Six steps.
From the client profile to a secure payment link, without leaving the platform.
Steps in this video
A full walkthrough of starting a Systematic Investment Plan for a client, from the client list to a payment link they can pay on their phone.
1
Open the client profile
Go to the client interface and select the individual whose SIP you are starting. That opens the purchase menu.
2
Search and select funds
Search for the funds you want and select one or more of them in the same order.
3
Set the investment amount
On the configuration screen, enter the total the client is investing.
4
Choose the frequency
Pick how often the instalment should run.
5
Enter the mandate details
Specify the official mandate the instalments will be debited against.
6
Review and send the link
Check the order summary carefully, then generate a secure payment link to finish the transaction.