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...

• What to invest in (you can add one or more ETFs or shares for your portfolio within the one Automate setup)

• How to add funds (have Pearler debit your bank account or choose to set up scheduled deposits into Pearler at your own bank)

• Your preferred investment strategy (invest in one or more ETFs or shares every time the Automate setup is triggered)

• Set how much $ you want to accumulate before investment/s are made (A brokerage fee applies for each ETF or share that receives an investment)

Let's get started!

1. Head to your Automate page and click Add an automation.

   

2. Click on one of the following direct investing options - Investing in AU ETF/Shares or Investing in US ETF/Shares

   

3. Choose how you want to deposit

   Some options require a primary bank account to be set up first

   

4. 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.

   

5. 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.

   

6. 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

   

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.

If you're depositing from your own bank into Pearler, simply include the reference provided into the reference, message, or description field with the payment so it can go directly to the right Automate cash account.

Please send us a live chat message or email us at help@pearler.com if you have more questions :)