Auto-Invest lets you set up recurring investments into your Managed 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).
