Create an auto-invest order
Log in to Sharesies.
Advised portfolio
Go to your advised portfolio > Auto-invest.
Set the amount, frequency, and start date for your order. Your money will be invested according to your portfolio’s existing allocation.
If you haven’t already, read and accept the Product Disclosure Statements (PDS) for the funds in your portfolio.
Your auto-invest is now active!
Investments portfolio and Kids account
Go to Investments > Auto-invest.
Choose to either set up an auto-invest order for your existing investments, or Search and Add investments you want to include in your order. You can choose from a range of NZ, Australia, and US investments. For a Kids account, you also have the option to select a Kids pre-made order.
Allocate a percentage to each investment. This determines how your money will be split between the investments in your order when it’s placed. Once the percentage totals 100%, select Next.
Set the amount (the minimum is $5), frequency, and start date for your order.
Personalise your order with a name and image, or skip this step.
Read and accept the Product Disclosure Statements (PDS) for any funds you added to your order.
Your auto-invest is now active!
You can create up to 5 auto-invest orders for investments (with up to 100 investments in each order), and up to 10 auto-invest orders for advised portfolios. You can view all your auto-invests in any portfolio, or via Explore > ‘Power up your Portfolio’ > Auto-invest.
Create a one-off buy for an auto-invest order
Log in to Sharesies.
Head to Explore > Auto-invest.
Select an existing auto-invest order or create a new auto-invest order
Select One-off buy.
Once your order is active
You can pause, edit, switch, or delete your order at any time by heading to your advised portfolio or Investments portfolio > Auto-invest and selecting the order you want to manage.
You’ll need to make sure you have enough money in your Sharesies Wallet by 12 PM (NZDT) on the trading weekday your auto-invest order is due to be taken out. We recommend setting up an automatic payment from your bank account to land in your Wallet the day before.
Auto-invest orders are 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 New Zealand dollars you hold.
Fees apply to auto-invest orders.