You can manage your auto invest from Cash+ Flexi (SGD or USD) anytime via your Syfe app. This includes pausing, skipping, editing, or deleting your recurring transfers as needed.
Steps to edit, pause, skip, or delete an auto invest:
- Log in to the Syfe app and click on Auto Invest.
- Select the auto invest you wish to manage.
You will then see options to:
- Edit: Amend your destination portfolio, transfer amount, or execution date.
- Pause: Temporarily stop transfers until you unpause. No internal transfer will be executed on the scheduled date while paused.
- Skip Next: Skip only the upcoming scheduled transfer. Future transfers will continue as normal.
- Delete (Dustbin Icon): Permanently remove the recurring transfer.
Can I set up or edit multiple auto invest?
Yes! You can set up multiple auto invest from Cash+ Flexi (SGD or USD) to different portfolios on different dates.
For example:
- $100 to REIT+ every 1st of the month
- $200 to Core Equity100 every 15th of the month
You can pause, skip, edit, or delete each transfer independently.
Important notes:
- Any edits made will apply from the next scheduled transfer date onward.
- If you delete a transfer, it cannot be recovered and you will need to set up a new recurring transfer.
For information on setting up auto-invest from Cash+ Flexi (SGD or USD) to other portfolios, refer to: How do I set up an auto invest from Cash+ Flexi (SGD)?
