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How do I place multiple fund orders at once with Quick Invest?

Written by Alison Perkins

Quick Invest lets you choose up to five Kernel funds and place your investments together in a single order. You can start Quick Invest using the Invest button on your Overview page, rather than opening each fund separately.

How do I use Quick Invest?

Step 1: Log in to your Kernel account and go to your Overview page.

Step 2: Click the ‘$ Invest’ button on the overview page to open Quick Invest.

Step 3: Choose the funds you would like to invest in by clicking the + button. You can select up to five funds in one order.

Step 4: Enter the amount you would like to invest in each selected fund.

Step 5: Check your selected funds and the amount you have entered for each fund, then follow the on-screen instructions to place your order.

Once you have placed your Quick Invest order, you can find it in Pending orders and Activity, just like other fund orders.

How many funds can I buy in one Quick Invest order?

You can currently select up to five funds in one Quick Invest order.

Do I need to invest the same amount in each fund?

No, you don’t have to invest the same amount in each fund in Quick Invest. Quick Invest lets you enter an amount for each selected fund, so you can choose how much you would like to invest in each one.

Can I use Quick Invest to buy US shares or US ETFs?

No, you cannot include US shares or US ETFs in a Quick Invest order. Quick Invest currently supports Kernel funds only.

Where can I see my Quick Invest order?

Your Quick Invest order appears in Pending orders and Activity, just like other fund orders. Go to Activity to check the status of your order after placing it.

Why does my Quick Invest order say Pending?

A Quick Invest order shows as Pending while it is waiting to be processed. Placing an order does not mean your investments will appear in your holdings straight away.

Quick Invest orders follow the same processing process as other fund orders. For more information, see Why does my order say pending?.

Is Quick Invest the same as bulk buy or bulk invest?

Quick Invest lets you buy several funds in one go, rather than opening each fund and placing an order separately. If you previously used bulk buy or bulk invest on the old dashboard, Quick Invest provides that way of buying multiple funds together.

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