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How do I set up an auto invest from Cash+ Flexi (SGD)?

You can automate transfers from your Cash+ Flexi (SGD) portfolio to your other Syfe investment portfolios by setting up an auto invest directly within your Syfe app. This feature allows you to park your funds in Cash+ Flexi (SGD), earn projected returns, and automatically move a set amount to your chosen portfolios each month.

There is no minimum transfer amount required, and no additional fees will be charged for setting up auto invest.

Steps to set up a auto invest:

  1. Open the Syfe app and go to your Cash+ Flexi (SGD) portfolio.
  2. Tap on “Auto Invest”.
  3. Follow the on-screen instructions to:
    • Select your destination portfolio.
    • Set your auto invest amount.
    • Choose your frequency and transfer date.
  4. Slide to Confirm to complete setup.

Recurring Transfer from Cash+ Flexi.gif

How does an auto invest work?

  • On your selected transfer date each month, we will automatically initiate an internal transfer from your Cash+ Flexi (SGD) portfolio to your destination portfolio.
  • The transfer process typically takes 2–4 business days (excluding weekends and public holidays) to complete, except for Income+ portfolios, which may take longer due to a longer settlement cycle. For more information, refer to: How long does it take for funds transferred to be invested?

Note: If you create an auto invest on the same day as the scheduled transfer date (e.g. set up on 1 October for transfer on 1 October), the transfer will start on the 1st of the following month instead. Example: If you set up a recurring transfer of $100 starting 1 October, your first transfer will occur on 1 November and continue on the 1st of each subsequent month.

Important notes:

You may find out more information on internal transfer timelines and processes here: How do I transfer funds between my Syfe portfolios?