How do I create an auto-invest in US shares & US ETFs?

Setting up an auto-invest in US Shares & US ETFs with Kernel is easy. Follow these steps to do so:

Step 1: Log into your Kernel account.

Step 2: Ensure you have money available in your Kernel wallet, and if not make a deposit to the wallet from your nominated bank account.

Your auto-invest is processed using available money in the Kernel wallet. Therefore, it's important to make sure there is enough money available to cover this payment, on the dates that your auto-investment is set to process. If the Kernel Wallet does not have enough funds to cover an auto-invest order, the transaction will fail. You will be notified about the failure by email, allowing you to take prompt action to resolve the issue.

Tip: Set up an automatic payment from your nominated bank account to the Kernel wallet 2 business days before your auto-invest is due to process. That way, you know it's always covered. Additionally, consider manually transferring funds from Kernel Save to the wallet in advance, as automatic transfers from Save are currently unsupported.

Step 3: Within the Kernel platform, navigate to the 'Activity' tab, then the 'Recurring orders' sub-tab, in the menu.

Step 4: Click the ‘Create auto-invest for shares and ETFs' tab.

Step 5: Enter the dollar amount, frequency and start date for your auto-invest. Enter the relevant information into the respective fields, then click the 'Continue' button.

Step 6: Select the shares and ETFs you want to auto-invest in. You can view information about each share or ETF by clicking on the box. Scroll to the bottom of the page and select 'Continue'.

Step 7: Next you need to choose how to split your allocations across your chosen shares and ETFs, they must add up to 100%. Once you're happy with your selection click ‘Confirm’ to proceed.

Step 8: Voila! Your shares and ETFs auto-invest is set up and confirmed.

Step 1: Log into your Kernel account.

Step 2: Within the Kernel platform, navigate to the 'Activity' tab, then the 'Recurring orders' sub-tab, in the menu.

Step 3: Navigate to your Shares and ETFs recurring order and click on ‘Manage’.

Step 4: Enter the dollar amount, frequency and start date for your auto-invest. Enter the relevant information into the respective fields, then click the 'Continue' button.

Step 5: Confirm the shares and ETFs you want to auto-invest in. You can view information about each share or ETF by clicking on the box. Scroll to the bottom of the page and select 'Continue'.

Step 6: Confirm the split of your allocations across your chosen shares and ETFs, they must add up to 100%. Once you're happy with your selection click ‘Confirm’ to proceed.

Step 7: Voila! Your shares and ETFs auto-invest has been successfully updated.

Step 1: Log into your Kernel account.

Step 2: Within the Kernel platform, navigate to the 'Activity' tab, then the 'Recurring orders' sub-tab, in the menu.

Step 3: Navigate to your Shares and ETFs recurring order and click the ‘On’ toggle to ‘Off’.

Step 4: Voila! Your shares and ETFs auto-invest has been successfully cancelled.