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

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

Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

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

  1. Head to Portfolio > Investments > Activity 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 a DIY order, you can edit the order’s personalisation by selecting Edit auto-invest > Next > Next.

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 three DIY auto-invest orders and one pre-made order set up at any one time. To set up another auto-invest order, head to Invest > Auto-invest orders and select the order you want to create.

You can’t edit the funds in our pre-made orders, but you can create your own DIY order from a range of NZ, US, and Australian investments.

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