Schedule repeating orders that process automatically and start building your portfolio today.

There are two ways to use auto invest recurring orders on our web platform.

• Fund the recurring order with your current cash balance (AU and NZ).
• Create a recurring bank transfer to fund your auto invest order in your online banking (AU only).

Create an recurring order

• App

  Step 1: Select your assets

  1. From the Dashboard or the Quick Actions menu, select Auto invest.
  2. Select Create an order.
  3. 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.
  4. Once you are happy with your asset selection and allocation, select Next.
  
  

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  Step 2: Set your preferences

  1. Enter a name for your order and select how to fund your order.
  2. If you are funding your order from your wallet balances, select your remaining preferences.
  3. Set the total amount to invest per order. The minimum spend for an auto invest recurring order is $30.
  4. Select Review order.
  
  

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  Step 3: Review your order

  1. 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.
  2. Select Create order.
  3. 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 execute.

• Web

  Step 1: Select assets

  1. Expand the side menu and select  Auto invest.
  2. Select Create an order.
  3. 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.
  4. Once you are happy with your asset selection and allocation, select Continue.
  
  

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  Step 2: Set your preferences

  1. Enter a name for your order and select how to fund your order.
  2. If you are funding your order from your wallet balances, select your remaining preferences.
  3. Set the total amount to invest per order. The minimum spend for an auto invest recurring order is $30.
  4. Select Review order.
  
  

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  Step 3: Review your order

  1. 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.
  2. Select Create order.
  3. 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 execute.

Edit a recurring order

• App

  1. From the Dashboard or the  Quick Actions menu, select  Auto invest.
  2. Choose the order you want to edit and select Options in the top right corner.
  3. Select Edit. What you can edit differs depending on how you are funding the order.
     
     AUD/NZD wallet: Order name, funding method, next order date, frequency, amount to invest, the assets included in your order and their allocation
     Recurring bank transfer: Order name, funding method, assets included in your order and their allocation.
  4. Select Review changes, then select Update order.

• Web

  1. Expand the side menu and select Auto invest.
  2. Navigate to the order you want to edit and select Edit.
  3. What you can edit differs depending on how you are funding the order:
     
     AUD/NZD wallet: Order name, funding method, next order date, frequency, amount to invest, the assets included in your order and their allocation.
     Recurring bank transfer: Order name, funding method, the assets included in your order and their allocation.
  4. Select Review changes, then select Update order.

Pause a recurring order

You can only pause a recurring order if it's funded with your AUD or NZD wallet. You also cannot pause an order while it is processing.

• App

  1. From the Dashboard or the  Quick Actions menu, select  Auto invest.
  2. Choose the order you want to pause and select Options in the top right corner.
  3. Select Pause.
  4. Under Your automated orders, you can toggle between Active and Paused orders.

• Web

  1. Expand the side menu and select Auto invest.
  2. Navigate to the order you want to pause and select Pause.
  3. Next to Your automated orders, you can toggle between Active and Paused orders.

Resume a paused recurring order

• App

  1. From the Dashboard or the  Quick Actions menu, select  Auto invest.
  2. Under Your automated orders, select Paused.
  3. Select the order you want to resume and select Options in the top right corner.
  4. Select Resume.
  5. Review the order details and if you're happy with it, select Resume order.

• Web

  1. Expand the side menu and select Auto invest.
  2. Next to Your automated orders, select Paused.
  3. Navigate to the order you want to resume and select Resume.
  4. Review the order details, and if you're happy with it, select Resume order.

Delete a recurring order

• App

  1. From the Dashboard or  Quick actions in the toolbar, select  Auto invest.
  2. Select the order you want to delete and select Options in the top right corner.
  3. Select Delete, read the prompt, then select Delete order.
  4. If your order is funded with a recurring bank transfer, you will also have to cancel the recurring bank transfer from your online banking.

• Web

  1. Expand the side menu and select Auto invest.
  2. Navigate to the order you want to delete and select Delete.
  3. Read the prompt and select Delete order.
  4. If your order is funded with a recurring bank transfer, you will also have to cancel the recurring bank transfer from your online banking.

If your order is funded by a recurring bank transfer, 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.