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How to start investing

How to start investing

This is a step-by-step guide on how to fund your investment account and invest in your first stock

Updated over 3 months ago

If you're thinking about the next step in your financial journey, we've got you covered! With your new investment product, you can now start growing your wealth. It's super simple - here's an example of how to fund your investment account and buy your first stock.

Step 1: Start your onboarding


You will first need to activate your investment account.

  • On the navigation bar at the bottom of your home page, there is a button that says "invest". Click on it and start onboarding by simply answering a few questions.

Step 2: Add funds to your investment account


When your investment account is activated, you will need to add money to it through your nsave accounts.

1. Click on "Add funds"

2. Enter the amount you want to add to your investment account, and select the nsave account you want to withdraw from

💡 You can check the live exchange rates

3.⁠ ⁠Click on "Add money"

Step 3: Understand the Invested vs Buying Power balance


Once you fund your investment account, you will see three balances:

  1. Your "Invested" balance: this is the amount you have invested and will later reflect the live value of your assets.

  2. Your "Buying Power" balance: this is the balance that you can buy stocks with.

  3. Your total balance: this is the sum of your Invested and Buying power balances.

Step 4: Buy your first stock


You can buy stocks with the balance that you have in your "Buying power".

1. Search for the desired stock using the search bar at the top of the page

2. Click on "Buy"

3. Input the desired number of shares to invest or the desired amount to invest

⚠️ Click on "Shares" to switch to amount in "US Dollar" to invest rather than "Shares" to buy

4. Confirm your order

That's it 📈 You just bought your first stock. Here are a few things to note.

  • Now you can see that there is a change in your "Invested" and "Buying power" balances.

    • The "Invested" balance will be dynamic, and will fluctuate depending on the live value of your invested assets.

    • The "Buying power" balance will be what is remaining for you to invest in. Remember, you can always add more funds.

  • You can click on the notification button on the top right of your screen to track your "Activities", "Transactions", and "Trades".

  • You can keep track of how your assets are performing by clicking on "Portfolio"

  • And finally, you can keep up with market news and signals all through the app!

Please feel free to reach out to customer support if you need further guidance - we would be happy to help!

We're honoured to have you :)

Cheers,

nsave

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