How do I create a plan in the app?

To create a new plan for goal-based investing or asset management in the app, go to the plans page in the app. Then click on the + icon and choose the plan you wish to create. After this, you go through the steps and the plan is created.

A pension investing plan can currently only be created by invitation. If you have received an invitation, you can simply start by clicking on the plan and scanning the QR code. After this, you go through the steps and the plan is created.