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How do I change my Auto-Invest plan?
How do I change my Auto-Invest plan?
Lovelyn avatar
Written by Lovelyn
Updated over 8 months ago

Looking to tweak your auto-invest? We've made updating an existing auto-investment simple follow the steps below to change your auto-invest plan.

Step 1:

To change your Auto-invest plan click on your 'Invest' dashboard and click 'Auto-Invest'. You will need to first cancel your existing plan using the 'On/Off' toggle button.

Step 2:

Then you can recreate a new investment plan, by clicking on 'Update auto-invest'

Step 3:

Select 'Edit my auto-investment'

Step 4:

Set up the changes you would like for your Auto-Invest plan:

  • Select your frequency; you can choose between weekly, fortnightly, monthly or quarterly.

  • Choose the fund or mix of funds that you want to invest in.

  • Select an amount that works for you - the minimum requirement is $1 per fund.

Step 5:

If you're happy with the changes, click 'Confirm auto-invest'.

Now you've updated your Auto-Invest so you can sit back and relax.

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