For each auto invest, you can transfer up to 90% of your current Cash+ Flexi (SGD) portfolio value. To ensure your scheduled transfer can be processed, please make sure your recurring transfer amount stays within this 90% limit.

What if my Cash+ Flexi (SGD) portfolio doesn’t have enough funds?

If your portfolio balance is insufficient to cover the scheduled transfer amount:

• The transfer for that month will be skipped automatically.
• No internal transfer will be executed on the scheduled date.
• Your auto invest will continue as normal for the following month (subject to sufficient funds).

Will I be notified?

Yes, we’ll notify you ahead of time if your portfolio balance is insufficient:

• Weekly transfers: You will receive an email notification 1 day before the scheduled transfer date.
• Biweekly and Monthly transfers: You will receive email notifications 7 days and 1 day before the scheduled transfer date.

How can I ensure my transfer is executed?

To avoid a skipped transfer, you can:

1. Top up your Cash+ Flexi (SGD) portfolio at least 1 week before the scheduled transfer date.
2. Edit your auto invest amount to match your available portfolio balance.

Note: If your auto invest is skipped due to insufficient funds, no additional fees or penalties will be charged. Your recurring transfer will attempt again on the next scheduled date.