Ability to use different bank accounts for different auto invests
no short term plans
Pasqual Carstens
Merged in a post:
Auto-Invest from Multiple Accounts
J
James Spargo
I currently have auto-invest set up from my 'base' account to invest in my holdings when I reach a particular balance. This 'base' account isn't my everyday day account.
I also am wanting to set up auto-invest for round-ups on my everyday transactions into the micro-investing feature however, I am unable to do this as we are only allowed to invest from one linked account.
Hayden Smith
Hayden Smith
no short term plans
Hayden Smith
Merged in a post:
Multiple bank accounts for direct debit
David Vandenberg
Allow the ability to link multiple bank accounts as funding sources.
This is important for my personal strategy as I'd like to "push" funds to separate Pearler accounts inside my master profile.
The pushing of funds is also predicated on Pearler being able to sweep the selected bank account for auto-investment. (This feature is currently under review)
David Vandenberg
Update: It appears that the payId direct deposit currently in beta fixes this issue for me, both in being able to push money into the accounts, but also selecting for it to go straight into autoinvest.
Regan Olsentroon
This feature would also be good for joint accounts holders where the account holders have different bank accounts. Or want to set up multiple transfer frequencies like weekly and also a monthly.