How do I Autoinvest in ETFs & shares?
Pearler offers over 2,000 ASX-listed (AU) and over 4,000 NASDAQ-listed (US) ETFs and shares you can invest in.
With Automate, you can set up a regular set and forget Direct investing automation according to your preferences. You are able to choose...
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What to invest in
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How to add funds
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Your preferred investment strategy
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When to make an investment/s
Let's get started!
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Head to your Automate page and click Add an automation.
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Click on the Direct investing option
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Choose your funding option.
*The Round-up my spending & Invest what I don't need option requires your linked bank account to be connected using the Securely connect to my bank (BASIQ) option for transaction and account balance data.
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Choose which ETFs/shares you wish to include by typing the asset name or the 3-4 letter ticker code into the search bar, then click "+" to add. Repeat to add another asset.
If you have added more than one ETF or share, you will be asked to choose your preferred investment strategy. Investments made into one vs. multiple assets will affect the brokerage fees incurred.
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Choose when to make an investment/s.
The $650 minimum per ETF or share added is set by default to ensure that the ASX $500 initial parcel requirement can be satisfied.
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Give your automation a name (or choose from one of the suggestions).
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Review and confirm automation.
Once an automation has been triggered, the whole balance of the automation will be invested on the next trading day between 10:30 am - 11:00 am according to your instructions.
Include the reference provided "automateXXXXX" when adding funds from your own bank.
