There are two main ways to invest with Pearler. You can either set up an Autoinvest or manually invest.

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Setup Autoinvest

Head to your Automate page and follow the prompts. You are able to add multiple automations according to your preferences.

For each setup, choose a funding method (Recurring deposit, Roundup etc) to go towards either your Shares/Micro Autoinvest portfolio or simply into your Pearler AU cash account.

For Shares Autoinvest, when your Autoinvest Shares Cash account balance reaches the set amount (e.g. $2000), Autoinvest will invest the entire balance of the account. Any amount that is not invested is returned to the account for the next round of Autoinvest.

Contributions towards your Micro portfolio will be invested as soon as deposits are received.

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Manually invest

MICRO

Browse available funds on the Invest > Micro page

Either click Buy or Add it to your Dashboard

Once on the buy screen, enter the $ amount you want to spend on the investment and the whole amount will be invested.

Check the details and then confirm your order.

SHARES

Find stocks on the Invest > Shares page by browsing, filtering or typing in the search bar at the top and then enter.
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Either click Buy or Add it to your Dashboard

Once on the buy screen, enter the $ amount you want to spend on the investment.

Check the details and confirm your order.

We will endeavour to purchase as many full units as possible during market hours (at the market price) with the allocated funds, and the remainder will be returned to your Primary cash account for your next investment.