How do I automate investing (and deposits) into Micro?

Cathy Sun
Updated 3 months ago
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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. You are able to choose...
What to invest in (you can choose to invest in one or more Micro funds for the same low monthly fee)
How to add funds (have Pearler debit your bank account or choose to set up scheduled deposits into Pearler at your own bank)
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 :)
Need to get in touch?
Or, for general queries, please email us at help@pearler.com or call us at (02) 5747 4747 during business hours (Monday–Friday 9am–5pm).