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Create, edit, or delete a top-up goal
Create, edit, or delete a top-up goal

Decide on a regular top-up amount, how often you plan to top up, and your goal amount—we’ll keep tabs on how you're tracking.

Ruby Gardner avatar
Written by Ruby Gardner
Updated over a week ago

One top-up goal can be created at a time under a Sharesies account.

Create a top-up goal

  1. Log in to Sharesies.

  2. Go to Wallet > Top-up goal > Create a top-up goal.

  3. Enter the amount you want to top up in Australian dollars (AUD), the frequency you’re aiming to top up, and your total goal amount.

  4. Select Save goal.

Once you've made your first top-up, you’ll be able to see how you’re tracking in your Wallet. You can top up with a bank transfer or card.

Creating a top-up goal doesn’t set up an automatic payment from your bank account to your Sharesies Wallet. If you want to set up an automatic payment, head to your online bank account and set this up directly. Gifts and promo bonuses don’t contribute towards your top-up goal.

Your top-up goal will remain active until you reach your goal, or delete it.

Edit a top-up goal

  1. Log in to Sharesies.

  2. Go to Wallet > Top-up goal.

  3. Choose Edit top-up goal.

  4. Update the amount you want to top up, the frequency of your top ups, or your total goal amount.

  5. Select Save goal.

Delete a top-up goal

  1. Log in to Sharesies.

  2. Go to Wallet > Top-up goal.

  3. Choose Delete top-up goal.

You can set up a new top-up goal anytime under Wallet > Top-up goal.

Message the team at help@sharesies.com.au if you get stuck.

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