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How to create an auto-invest-plan?
How to create an auto-invest-plan?
Luca avatar
Written by Luca
Updated over a week ago

Before You Create an Auto-Invest Plan

Make sure you have secured your wallet by writing down your 12-word recovery phrase offline and in a safe place before making your first purchase. Learn more about how to make a wallet backup here.


How to Create an Auto-Invest Plan with Relai

  1. Download the Relai app from the App Store or Google Play Store.

  2. Tap the ( + ) icon in the navigation bar.

  3. Select ‘Buy’.

  4. Enter the amount you want to buy.

  5. Click on 'Weekly auto-invest' or 'Monthly auto-invest' to set the investment cycle.

  6. Under 'Select your payment method', choose between:

    • Bank transfer → Add your personal IBAN, from which you will manually transfer the money.

    • Credit/debit card, Apple Pay, or Google Pay for instant payments.

    7. (Optional) Add a referral code to save 0.1% on fees.

    8. If you want to buy bitcoin directly to an external wallet, select this option.

    9. Review your order details.

    10. Confirm the purchase.

    11. If you selected bank transfer, switch to your banking app and send the exact amount in the correct currency from the IBAN you added as the payment method to the displayed Relai bank account to avoid a refund.

💡 Tips & Notes

  • Only transfer money once your buy order shows the status 'Awaiting payment'.

  • A payment reference is not necessary. The money will be assigned correctly automatically as long as the IBAN, amount, and currency match.

  • If you selected credit/debit card, Apple Pay, or Google Pay, the payment will be debited automatically at each scheduled interval.

  • Auto-invest plans cannot be adjusted. If you want to change the IBAN, amount, or currency, you need to create a new plan.

  • You can have up to five active auto-invest plans at the same time.

  • Unpaid buy orders expire after 45 days. If an auto-invest buy order remains unpaid for more than 45 days, the system will automatically cancel both the buy order and the corresponding auto-invest plan.

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