To set up periodic purchases from your online bank:

1. Sign in to your online bank.
2. Click Overview in the left menu.
3. Select your investment account.
4. Select the Periodic purchases tab.
5. Click Add a periodic purchase.
6. Verify if you need to update your investor profile, then click Continue.
7. Select the fund you wish to purchase and click Continue.
8. Fill in the purchase instructions and click Continue.
9. Select the income distribution, then click Continue.
10. Review the summary information and make any changes, if necessary.
11. Check the consent box, then click Buy.

To set up periodic purchases from your National Bank app:

1. Sign in to your mobile app.
2. Select your investment account.
3. Click the Buy button at the bottom of the screen.
4. Verify if you need to update your investor profile, then click Continue.
5. Next to Date and frequency, click Edit.
6. Select the frequency for your periodic purchase and click Continue.
7. Fill in the purchase instructions and click Continue.
8. Select the income distribution, then click Continue.
9. Review the summary information and make any changes, if necessary.
10. Check the consent box, then click Buy.