What Do You Need to Gift Someone an Investment Plan?
Before proceeding to share a plan, there are three things you need to check off on your list to gift anyone a plan on Risevest. They include;
Gift a Risevest Plan
Once you have all of the above-listed items available, you can then proceed to create an investment plan for your friend or family. Here are a few steps you can follow;
Log in to your Risevest AccountOn the navigation panel bottom of your screen, tap on ‘Plans’Scroll until you see the ‘Gift a Plan’ option and tap on itYou’d see a brief guide, read through and tap on ‘Get Started’Enter their Rise email address or usernameType in a personal note and name the planChoose an asset class and fund the plan from your Rise Wallet
Once this is complete, the plan will automatically be transferred to their Risevest account. And that’s how to gift anyone an investment plan on Risevest. We cannot wait to know how many people you’d be gifting in the comments below. Do share this post with friends and family members who’d love to try this as well.
