Auto Invest helps you add money to your SmartSaver Account automatically, so you don’t have to remember to do it yourself!
You can easily set up regular investments periodically using one or more bank cards. It’s a simple way to grow your savings without any extra effort.
How to set up Auto Invest:
With Auto Invest, you can automatically add money using your bank card on a schedule that works for you, daily, weekly, bi-weekly, or monthly. It's quick and easy!
Follow the steps below to set it up. It only takes a moment!
1. When adding new funds, select the ‘Auto Invest’ option.
2. Select the amount you wish to transfer regularly.
3. Set the frequency – Daily, Weekly, Bi-weekly, or Monthly.
4. Pick the specific day you want each investment to occur.
5. Select your payment card
If you’ve used a card before, simply choose it from your Saved Cards.
If you're using a new card for the first time or would like to add a new card, click ‘Add New’, then enter your card details.
6. Review your setup to make sure everything looks right and click ‘Confirm’ 🎉
How to edit your existing Auto Investments:
Simply go to 'Add Funds' and click 'Auto Invest'
From this page, you can easily view, edit, pause, or delete any of your existing Auto Investments.
You’ll also have the option to update the amount, change the frequency, or switch your payment method. Everything can be done with just a few simple clicks!
Please note: If your transfer declines for any reason or the Card expires, your Auto Investment will automatically be paused until you have updated the details.