How to Invest (Create Units) using the mobile app

How to Invest (Create Units) in CAL Unit Trust Funds on the iOS and Android mobile app.

CAL
9 steps
16 seconds

*If you are new to CAL Unit Trust Funds, you can explore the funds* [here](https://cal.lk/unittrust/calculator/#fundss) \ \ First you need to 1. Conduct a **bank transfer** (online or physical) of the investment amount **using the bank account registered with CAL** 2. Transfer to the following bank account (Make sure to Enter your NIC as the **Beneficiary Remark**) 3. Do a Creation from your CAL Online App - see Step 1 below! Account Name: Capital Alliance Investments Limited\ Account Number: 0046797000\ Bank: Deutsche Bank (7205)\ Branch: Colombo (001)

To download the app [click here](//cal.lk/app) If you prefer the guide for the web app [click here ](https://scribehow.com/o/6FT8hZsuQUuyk43ZZHsYqQ/viewer/How_to_Invest_Create_Units_using_the_web_app__hBdTQwohQg-Cm_4AhhblGw)

Enter your login credentials and click Log In

Click Invest under "Unit Trust Funds"

Under the Create Units tab, enter the investment amount (same as the amount you transferred to the CAL bank account).

Select the fund you want to transfer funds to and your sub account. Not sure where to invest? View our lates rates [here](https://cal.lk/unittrust/calculator/#fundss)

Select your bank account that you made the transfer from - You have to transfer from and account **registered with CAL** - No 3rd party accounts allowed - If you need to add a new bank account you may do so from the drop down> this will take up to 1-2 working days to be added), you must raise the request once the new bank is added.

Select the CAL account you transferred to 1. Deutsche Bank is recommended - attaching the slip is not required

Click "Send Request" to submit your investment request. You will be asked again to confirm, click Yes if details are correct\ \ Please note that investments done before 9.00 am via the portal will be executed on the same day. For any requests received after 9.00 am, we will execute same on the next working day.

Need more Help? 1. Click "Help" and "Contact us" to submit a form 2. Click on the chatbot on https://cal.lk