PEARLER FEATURES
Autoinvest Direct Deposit Reference
On the recent webinar, Hayden answered a quersion of mine regarding manual autoinvest using direct deposit. He mentioned that there are some smart features where the deposit reference text is scanned by pearler and if it has some characteristics (ie, something like containing "Autoinvest", or the like) it will automatically divert it to my autoinvest account. I can't seem to find any reference to this feature or how to take advantage of it. Does anyone know anything about it or where to find how to use it?
Daniel Fisher.
6 September 2022
2 Comments
Hayden Smith
PEARLER
over 2 years ago
Hello! On our new automate section if you click on «Manual top-up» it will give you instructions with the particular reference you can put in. I have a screenshot of this here: https://i.imgur.com/Sr8I7r8.png
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Replyalmost 2 years ago
Hello Hayden, is this feature (writing ‘autoinvest’ in the reference text to automatically divert deposits into the autoinvest account) available for direct deposits via bank transfer, not just PayID?
Reason I ask is my bank provider doesn’t offer recurring PayID payments, only recurring BPAY or bank transfer payments.
My partner and I have are looking to setup two seperate recurring payments (from two seperate bank accounts) into the same autoinvest account.
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