Schedule repeating orders that process automatically and start building your portfolio today.
There are two ways to fund auto invest recurring orders on Swyftx:
Bank deposit: Fund a recurring order directly from your bank account using a unique reusable reference code. Each time your recurring deposit arrives, a buy order will be processed.
Available balance: Use the available cash in your Swyftx wallet. This requires you to have enough cash in your wallet when the buy order processes, or it will fail.
Create a recurring order
App
Step 1: Select your assets
From the Dashboard or
Quick Actions in the toolbar, select 
Auto invest.Select Create an order.
Select the assets you want to include in your auto invest order and their percentage allocation. You can use the lock button
to lock in the percentages of individual assets, and the remaining assets will balance automatically.Once you are happy with your asset selection and allocation, select Next.
Step 2: Set your preferences
Enter a name for your order and select how to fund your order.
If you are funding your order from your available balances, select your remaining preferences.
Set the total amount to invest per order. The minimum spend for an auto invest recurring order is $1 per asset.
Select Review order.
Step 3: Review your order
Review the details of your order. It’s important to read any pop-ups that may appear related to the assets in your order. For example, regarding slippage, low liquidity, or limited functionality assets.
Select Create order.
If you're funding your order with a recurring bank deposit, you'll now have to use the displayed deposit details to set up a recurring deposit from your banking provider of choice. If you do not do this, the order will not process.
For customers based in New Zealand, ensure you enter your reusable code in the Particulars field when setting up your recurring bank deposit.
Web
Step 1: Select assets
Expand the side menu and select
Auto invest.Select Create an order.
Select the assets you want to include in your auto invest order and their percentage allocation. You can use the lock button
to lock in the percentages of individual assets, and the remaining assets will balance automatically.Once you are happy with your asset selection and allocation, select Continue.
Step 2: Set your preferences
Enter a name for your order and select how to fund your order.
If you are funding your order from your available balances, select your remaining preferences.
Set the total amount to invest per order. The minimum spend for an auto invest recurring order is $1 per asset.
Select Review order.
Step 3: Review your order
Review the details of your order. It’s important to read any pop-ups that may appear related to the assets in your order. For example, regarding slippage, low liquidity, or limited functionality assets.
Select Create order.
If you're funding your order with a recurring bank transfer, you'll now have to use the displayed deposit details to set up a recurring deposit from your banking provider of choice. If you do not do this, the order will not process.
For customers based in New Zealand, ensure you enter your reusable code in the Particulars field when setting up your recurring bank deposit.
When will my recurring order process?
For Australian customers, your auto invest order will typically process within one hour of the time you originally created it, based on the frequency you've set (daily, weekly, etc.).
For New Zealand customers, the speed of the trade is limited by how fast your bank sends the funds. Generally, transfers in New Zealand arrive the same day. As soon as your bank clears the funds, our system recognises your code and processes the trade instantly.
It’s not possible to choose a specific processing time; only the day and frequency. However, once your order is set up, you can check the Auto Invest page on the Swyftx platform or app. Under Next scheduled order, you’ll see the estimated date and time range when your next auto invest order is expected to process.
If you fund your auto invest recurring order using a bank deposit, it will process when the deposit arrives.
Edit a recurring order
App
From the Dashboard or
Quick Actions in the toolbar, select 
Auto invest.Choose the order you want to edit and select Options in the top right corner.
Select
Edit. What you can edit differs depending on how you are funding the order:Available balance: Order name, funding method, next order date, frequency, amount to invest, the assets included in your order and their allocation.
Recurring bank deposit: Order name, funding method, assets included in your order and their allocation.
Select Review changes, then select Update order.
Web
Expand the side menu and select
Auto invest.Navigate to the order you want to edit and select Edit.
What you can edit differs depending on how you are funding the order:
Available balance: Order name, funding method, next order date, frequency, amount to invest, the assets included in your order and their allocation.
Recurring bank deposit: Order name, funding method, assets included in your order and their allocation.
Select Review changes, then select Update order.
Pause a recurring order
You can only pause a recurring order if it's funded by your available balances; you cannot pause a recurring order funded by a recurring bank deposit.
You also cannot pause an order while it is processing.
App
From the Dashboard or
Quick Actions in the toolbar, select 
Auto invest.Choose the order you want to pause and select Options in the top right corner.
Select Pause.
Under Your automated orders, you can toggle between Active and Paused orders.
Web
Expand the side menu and select
Auto invest.Navigate to the order you want to pause and select Pause.
Next to Your automated orders, you can toggle between Active and Paused orders.
Resume a paused recurring order
App
From the Dashboard or
Quick Actions in the toolbar, select Auto invest.Under Your automated orders, select Paused.
Select the order you want to resume and select Options in the top right corner.
Select Resume.
Review the order details and if you're happy with it, select Resume order.
Web
Expand the side menu and select
Auto invest.Next to Your automated orders, select Paused.
Navigate to the order you want to resume and select Resume.
Review the order details, and if you're happy with it, select Resume order.
Delete a recurring order
App
From the Dashboard or
Quick Actions in the toolbar, select Auto invest.Select the order you want to delete and select Options in the top right corner.
Select
Delete, read the prompt, then select Delete order.If your order is funded with a recurring bank deposit, you will also have to cancel the recurring bank transfer from your online banking.
Web
Expand the side menu and select
Auto invest.Navigate to the order you want to delete and select Delete.
Read the prompt and select Delete order.
If your order is funded with a recurring bank deposit, you will also have to cancel the recurring bank transfer from your online banking.
If your order is funded by a recurring bank deposit, cancelling your recurring order on the Swyftx platform won’t cancel the recurring deposit from your bank. These are two separate actions.
If you delete a recurring order but do not cancel the recurring deposit from your bank, the deposit will arrive in your Swyftx account, but the recurring order will not be automatically processed.
Easy Crypto customer information
This feature does not enable reusable codes for regular deposits. Regular deposits still require a unique code for every transaction. This is more like Easy Crypto, where you were required to generate an order code before adding it to the Particulars field in your bank deposit.
Find out more about our three deposit methods for NZD in our support article, Deposit New Zealand dollars.