One top-up goal can be created at a time under an adult Sharesies account. This feature isn’t currently available for Kids Accounts.
Create a top-up goal
Log in to Sharesies.
Go to Wallet, and select ‘Create a top-up goal’.
Enter the amount you want to top up in New Zealand dollars (NZD), the frequency you’re aiming to top up, and your total goal amount.
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, referrals, or 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
Log in to Sharesies.
Go to Wallet > Top-up goal, and select ‘Edit’.
Choose Edit top-up goal.
Update the amount you want to top up, the frequency of your top ups, or your total goal amount.
Select Save goal.
Delete a top-up goal
Log in to Sharesies.
Go to Wallet > Top-up goal, and select ‘Edit’.
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.co.nz if you get stuck.