What is Direct Invest?

It can be your first step towards constant saving. 😊 Moreover, you have the option of choosing where to invest the accumulated sums

More precisely, it is an automatic investment in an investment fund, of your choosing.

You decide:

  • the day of the month in which the amount is to be transferred to the investment account
  • the amount starting with 50 RON or 15 EUR/USD
  • the fund or funds chosen for the recurring investment

How can you activate this service?

For the first time you have to visit us in a BT agency, to open your investment accounts. There you can also request the activation of the scheduled payment. After that, everything is a click away. You have access to funds from BT24 or NeoBT.

What do you need to know?

The investment is executed at the end of the day, after the other payment commitments that you may have.

If you don't have money in your account on that date, nothing happens. No debt is created and no attempt will be made to resume the investment on other days. Most clients choose payday as the time of execution. 😉

This system does not create debits on the current account

You can stop, resume and modify the plan at any time

What to invest in?

In tools that you understand and that you find interesting.

Remember: diversification of investments is one of the best strategies.

When to invest?

Ideally, all the time.

Why invest periodically?

  • It's simple and you save time
  • You enjoy the amounts invested at any time, but it is good to maintain a discipline of saving
  • When you invest periodically for longer periods of time, you can make purchases at different prices.

What else do you need to know?

  • You can invest in any of the funds managed by BT Asset Management
  • You can invest monthly, on any day from 2-28. The payment is made starting with the following month, on the set day
  • The minimum amount is 50 RON or 15 EUR/USD

See the list of BT agencies

How do you deactivate?

How do you disable it?

The recurring investment option can be deactivated exclusively at your request, in any BT agency, by completing a modification form.

Direct Invest will be deactivated the next day at the latest.

But don't worry, it can be reactivated whenever you want, depending on your plans.

See the list of BT Agencies

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