Feature Requests

It’s really difficult to find any answers on how to withdraw un-allocated funds. I.e they haven’t been invested into any shares yet. I just want to withdraw them.

Hey, I was wondering if you guys can implement percentage pie charts for holdings in your account. Unless there is a setting I'm missing? Regards, Charles

Hi Team, The basiq connections work a treat. Thanks for that. However, I'd like the ability to rename the returned account name. Example 1: Rest Super - I've connected both my wife and I super's account into pearler - On the dashboard I simply see, 'Rest Super Fund'. In attempting to rename, i head to the line item, then the customise menu item and a dialog appears. The tagging and colour facilities are great. Alas, you don't offer the ability to change the account name. It's read-only. This would be a great feature to have! :-) I also connect to my uBank accounts and get to see great descriptive names such as 'Save account - shared' - instead of (for example) - 'Emergency Fund' or 'Living Expenses' etc. I hope you can act on this request. Not a super priority - but definitely a nice to have! Take care. Benjamin

It would be great if you could calculate round ups from a credit card as many people use a credit card as their primary transaction account (e.g. to accumulate reward points etc.). I understand that it might not be possible to take investment funds from the Credit Card so, if that's not possible, I've seen other apps get around that limitation as follows: Credit card transactions monitored and round ups calculated off these Transaction account nominated as funding account Once stated round up threshold reached (e.g. $1000) then funds deducted from funding (transaction) account

e.g. ability to view share price over time (custom period ideal) and not just for the time you have the holding.

I was wanting to set up a payroll deduction from my payroll so that $ is transferred to my Pearler account without my having to do anything. I don't like setting up direct debits as I have had issues with scams into my bank accounts, so I never leave much money in those accounts... Having the ability to set this up as a regular payroll deduction would be great & once it is set, I can forget about it... just a thought. :)

It would be good if you could have a list of shares outside the auto invest feacture. Eg 5 ETFs where you auto invests as it is now and 10 ordanary shares that arent apart of the auto invest.

Will there be the ability to connect to the new ubank accounts? There is functionality to connect with the old ubank accounts, but not the new ones that were recently launched.

It seems like the Feed posts become marked as read and disappear if the action button is tapped/clicked. It’d be nice to have a way to go back and view read posts.

Hi, at present I am unable to connect my Ubank account to my Pearler account. Current functionality seems to only link older Ubank accounts and not the new Ubank accounts.