Auto-invest orders are placed after 12 PM AET on the day they're set for. If your auto-invest is set for a weekend day, it will be placed after 12 PM AET the following trading day. Read about order processing times.
When setting your auto-invest order up in Sharesies, the minimum amount you can set it for is $5 AUD. The money for your order is taken from your Sharesies Wallet. Your auto-invest order will be processed in the local currency of each investment. If you don’t hold enough of an investment’s local currency, we’ll try to exchange money using any Australian dollars you hold.
We recommend setting up an automatic payment from your bank account to land in your Wallet the day before your auto-invest is due to go out.
Transaction and fund management fees apply to auto-invest orders.
To create a new auto-invest order:
Log in to Sharesies.
Head to Invest > Auto-invest orders > Learn more to create an auto-invest order
Choose one of the orders. There’s two pre-made orders: Responsible or Global. Or you have the option to choose from a selection of US, Aussie and NZ investments to create a DIY order. You can add a minimum of one investment and up to 100 investments in a DIY order.
Once you’ve picked your order, select Auto-invest in this order. Then, set the amount, frequency, and start date for your auto-invest. For DIY orders, you’ll need to decide how your order gets allocated between the investments you’ve selected. Adjust the percentages until you’re happy with them—the total percentage must add up to 100% before you can move on.
Select Invest now.
Read and accept the Product Disclosure Statements (PDS) for each fund (if applicable). Once this is complete, your auto-invest order will be active.
Find your auto-invest order anytime under your Portfolio.