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Pause, edit, switch, or delete an auto-invest order

How to manage auto-invest orders from your Sharesies Portfolio.

Written by Sharesies Help

To pause, edit, switch, or delete your auto-invest order:

  1. Head to your Advised portfolio > Auto-invest or, Investments > Auto-invest, or Explore > ‘Power up your Portfolio’ > Auto-invest, and select the order you want to manage.

  2. Select Manage.

  3. Choose to either pause, edit, switch, or delete the order.

  4. If you have an auto-invest order, you can edit the order’s personalisation by selecting Edit auto-invest and following the steps..

You can edit the amount you want to invest, how often you’d like to invest it, and the date you’d like to start.

When you pause an auto-invest order, we won’t place the order until you’ve unpaused it.

You can have up to five auto-invest orders at any one time. To set up another auto-invest order, head to Explore > Auto-invest orders and create the order you want.

You can now edit the funds in our global and responsible orders, and you can create your own auto-invest order from a range of NZ, US, and Australian investments.

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