Auto-Invest lets you set up recurring investments into your Managed Portfolios (excluding SRS portfolios) automatically, so you can grow your wealth with zero effort. You can fund these investments directly from your Cash+ Flexi portfolio or your linked bank account, helping you stay consistent and disciplined in your investing journey.
How much do I need to start?
- You can begin with any amount that suits your goals. Even small, regular contributions can build discipline and help your investments grow steadily over time.
Can I set up more than one plan?
- Yes, you can create multiple Auto-Invest plans, each with its own frequency and investment amount, giving you flexibility to align with different financial goals.
When will my auto-investment start?
Your auto-investment will be triggered based on the transfer date you select during setup. Here’s how it works:
1. Regular transfer date
- Your auto-investment starts on the date you selected.
2. Weekend or public holiday
- If your chosen date falls on a weekend or public holiday, the transfer will be processed on the next business day.
3. Months without your chosen date
- If your selected date doesn’t exist in a particular month (e.g. 31st), the transfer will take place on the last available business day of that month.
4. Managing your auto-investment
- You can edit, pause, skip, or delete your auto-investment anytime from the Auto-invest page in the app.
- Changes apply only to future transfers (not those already in progress).
