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!
Head to your Automate page and click Add new automation.
Click on the Micro investing option
Choose how you want to deposit
Some options require a primary bank account to be set up first
Confirm how you'd like your deposits invested
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 :)