Auto invest sweep from bank account
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C
Chris Phillips
I'd like pearler to be able to check a nominated bank account on a configurable schedule (e.g. each day) and transfer all funds (in excess of a threshold) instantly to my pearler account for auto invest.
An example use case would be a bank account that is used as SMSF cash management account where employer contributions, personal contributions, and dividends/distributions are payed. The account holder wants funds to be 'swept' across to pearler for auto investment into the market per target portfolio
Claude Sortwell
Claude Sortwell
Merged in a post:
Auto sweep
Dave
Can you make it so Pearlers have the option of: Threshold = Specified amount, Limit = Specified amount. Example: a. Threshold = $0 , Limit = $2,000. Outcome - Bank account reaches $2,121. Anything above the Threshold is transferred to Pearler Auto Invest, in this case $2,121. or b. Threshold = $10,000 , Limit = $2,000. Outcome - Bank account reaches $13,000. Anything above the Threshold is transferred to Pearler Auto Invest, in this case $3,000.
Daniel Nehl
Is this the same thing you want Arturo?
https://pearler.com/feature-requests/643b4de00ead79b55d229b6d-auto-sweep
Am hoping for something similar.
Cheers,
Dan
Daniel Nehl
It looks like there's at least on other feature request very similar to this from Arturo;
I think I've seen other's or at least comments around.
Daniel Nehl
I was about to add a feature request, but saw this here - I'm after the basically same thing.
If the amount over the threshold is too small - less than minimum investment amount we nominate (ie; $2000), I'd prefer to leave it in my external bank account. Otherwise my Pearler Autoinvest cash account may not reach the minimum investment amount for another month or more.
For me, I think using the exact same minimum investment amount as the threshold for the existing autoinvest minimum would be fine. Ie; so it will always be debiting an amount that's sufficient to autoinvest.
Daniel Nehl
Hi,
I would requirement the same as David. If the amount over the threshold is too smaller than minimum investment amount we can nominate (ie; $2000), I'd prefer to leave it in my bank account. If the amount over the threshold is greater than the minimum investment amount, then invest the whole amount greater than the threshold.
Thanks,
Dan
Daniel Nehl
Hi all,
I can't seem to find this feature... Do we still need to request it?
Thanks,
Dan
Daniel Nehl
I found it. I was trying to edit n existing Auto-invest setup, which didn't give me the full options to choose this. Adding a new automation allowed me to choose this.
Dave
Can you make it so Pearlers have the option of: Threshold = Specified amount, Limit = Specified amount.
Example:
a. Threshold = $0 , Limit = $2,000.
Outcome - Bank account reaches $2,121. Anything above the Threshold is transferred to Pearler Auto Invest, in this case $2,121.
or
b. Threshold = $10,000 , Limit = $2,000.
Outcome - Bank account reaches $13,000. Anything above the Threshold is transferred to Pearler Auto Invest, in this case $3,000.
Hayden Smith
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Karen
Pls could you turn on this feature on my account.
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