Feature Requests

Need micro investing for joint accounts.

When you have an auto-invest setup you have to put a deposit amount and investment amount however if you have been paid dividends you will have money left over and if you withdraw it you dont enter the monthly draw. It would be useful for an option to deposit a set amount and then invest whatever is available.

Would be great to have access to this affordable investment option through a trust account

Show use how much dividends we could get with a certain amount in our account!!

I have a financial advisor who would recommend investments and I would like him to be able to view my account and/or make changes ... how can I do this without giving my personal login?

A ‘gift card’ feature that you can purchase for a friend (who presumably has a Pearler account). I could buy and send them a $50, $100 etc gift card that goes into their Pearler account. This feature would be great for kids birthday presents, so that I don’t have to buy them a crappy birthday present they don’t want/use. Instead I can invest in their future.

I'd like the ability to transfer from an individual to a joint account and vice versa when I accidentally transfer to the wrong PayID or have surplus funds from another transaction.

Would be nice to have DHHF added as an alternative along side VDHG for the new Micro investing. Obviously VDHG is vastly more popular, but DHHF is a great alternative for people looking for an all-in-one with no bonds and not having to deal with the tax implications from VDHG holding managed funds and not ETFs. I believe it aligns better for people looking todo the DCA model of investing, as its more "set and forget" than VDHG.

My wife and I currently have a joint minor account (trust) for our child with Commsec. It doesn’t seem like Pearler allows this. Please allow me to sign up for a joint account with my wife, in trust for a minor.

Currently Micro is only available on individual account. Would like to see this feature available for joint accounts as well.