Autoinvest helps you automate your investing so you can set it and forget it.

The Threshold function allows you to retain a baseline balance at your linked bank account while maximising your investing using the excess funds above the set threshold so you can reach your goals faster.

For example, if your bank account balance is $10,000 and you have set your threshold at $8,000, this means the excess $2,000 will be deposited into Pearler and automatically invested according to your target portfolio and investment strategy.

Head to your Automate page to get started today! You can always edit your Autoinvest portfolio and preferences following setup or even pause or delete it completely.

The bank account used for the Threshold function must be linked using the "Securely connect to my bank" option and will effectively become your nominated linked bank account for that investment account.

If you have any questions about Threshold or Autoinvest, please reach out to us on live chat or email us at help@pearler.com.