Smart-Invest makes it easy to build and grow your portfolio with intelligent automation. It provides a once off way to automate monthly contributions, investments and re-investment to maximise your portfolio ROI. It’s putting your portfolio on autopilot and taking control when you want.
The Smart-Invest feature can help you take full advantage of your IFISA. Once you’ve set-up your IFISA, you can set up your Smart-Invest from your dashboard. Here you’ll define your investment criteria and set up your investing plan.
The system only invests in opportunities that meet your criteria on a monthly basis. Over time, Smart-Invest will build a balanced investment portfolio for you.
Open an account for free & add funds to your Crowd2Fund wallet.
Add your National insurance number to receive tax-free earnings.
Set your investment goals and Invest as little as £100.
Past performance and forecasts are not reliable indicators of future results. Tax treatment of any of the investment offers will depend on the individual circumstances of each investor and may be subject to change in the future and remember your capital is at risk.
Things to consider before investing:
You will receive monthly repayments following the closure of the campaign in which you invested. If you wish to increase your portfolio ROI, then your repayments can be automatically re-invested on a monthly basis. This is done by agreeing to the 'Re-invest my monthly repayments' tick box on the Settings page. This feature only works for repayments totaling £100 or more.
If you receive lots of small repayments, but don’t want the hassle of re-investing every time, we would like to invite you to set-up a Smart-Schedule. This is allows you to specify the wallet balance at which you wish a Smart-Investment to be made. For example, should you set your wallet balance at £150, the system will automatically invest the total £150 across campaigns that match your desired APR.
The Smart-Wallet allows you to invest in all campaigns that match your criteria instantaneously at the click of a button. You must have more than £100 available in your wallet for this feature to work. Simply click the Smart-Invest button from your dashboard and your investments will be made.
Past performance and forecasts are not reliable indicators of future results. Your capital invested is not covered for compensation in the event of a loss by the FSCS. Tax treatment will depend on the individual circumstances and may be subject to change. Please see our Risk section before making an investment decision.