How do I automate investing (and deposits) into Micro?
Pearler offers 10 simple Micro investing options that track popular ETFs.
With Automate, you can set up a regular set and forget Micro investing automation according to your preferences into your Micro portfolio.
Let's get started!
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Head to your Automate page and click Add new automation.
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Click on the Micro investing option
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Choose how you want to deposit
Some options require a primary bank account to be set up first
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Confirm how you'd like your deposits invested
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Name your automation, review and confirm!
You may need to accept a PayTo agreement at your bank if you selected the scheduled deposit funding option
If you have set up a scheduled deposit Autoinvest, you can still make additional one-off deposits (or transfers from your AUD cash account) into the same automation for when e.g. you receive a bonus or tax refund etc, as well as transferring from your AU
To have external deposits go directly towards a particular automation in future, simply include the reference provided (automateXXXXX) into the reference, message, or description field when making the deposit from your own bank.
Pearler Micro is a managed fund with options that track ETFs. You can read the full information in the PDS and TMD, which outline important information about the fund.
Please send us a live chat message or email us at help@pearler.com if you have more questions :)