Auto-Invest

Set recurring orders with Auto-invest

A strategy of regular, automatic contributions can help you steadily build wealth.
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Auto-invest allows you to set up recurring investments into up to five Betashares ETFs brokerage-free, making it simple to automate a dollar cost averaging (DCA) investing strategy.

Avoid trying to time the markets, with dollar cost averaging (DCA)

Auto-invest can help you to put a dollar cost averaging (DCA) strategy in place.

DCA involves investing the same amount of money at regular intervals - e.g. monthly or quarterly – without regard to market movements. Investing a fixed dollar amount means that when prices are higher, your money buys fewer ETF units, and when prices are lower, your money buys more.

DCA can help you to focus on your long-term investment goals by taking market timing out of the investing equation.

Avoid trying to time the markets, with dollar cost averaging (DCA)

Auto-invest can help you to put a dollar cost averaging (DCA) strategy in place.

DCA involves investing the same amount of money at regular intervals - e.g. monthly or quarterly – without regard to market movements. Investing a fixed dollar amount means that when prices are higher, your money buys fewer ETF units, and when prices are lower, your money buys more.

DCA can help you to focus on your long-term investment goals by taking market timing out of the investing equation.

How Auto-invest works

To schedule recurring, brokerage-free orders, log into your Betashares Direct account, and navigate to Auto-invest:

Step 1

Select your ETFs

Choose up to five Betashares ETFs to make recurring orders into

Step 2

Schedule your  recurring orders

Choose the amount you want to invest on each order date,  how often you want to invest, and the date you want to start. Fractional investing means that your regular amount will be invested fully, with no cash component left sitting uninvested.

Step 3

Ensure your Wallet is funded

For your recurring orders to be executed, you must have sufficient funds available in your Wallet. We recommend setting up a recurring transfer from your bank into your Wallet, so that the entire process – from funding your wallet through to your recurring investment – is automated.

Start investing with Auto-invest

Set up recurring fund transfers into your Wallet

Recurring orders are executed using cash from your Wallet.

To ensure your orders are consistently filled, we recommend you set up a recurring transfer from your bank into your Wallet to take place a day or two before your recurring orders are scheduled. That way, you don’t have to remember to manually transfer funds each time your order date approaches - the entire process is automated.
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To do this, log into your bank account and schedule a recurring transfer using the unique BSB and account number for your Wallet.

Set up recurring fund transfers into your Wallet

Recurring orders are executed using cash from your Wallet.

To ensure your orders are filled on each scheduled order date, we recommend you set up a recurring transfer from your bank account into your Wallet to take place a day or two before your recurring orders are scheduled. That way, you don’t have to remember to manually transfer funds each time your order date approaches - the entire process is automated.
‍
To do this, log into your bank account and schedule a recurring transfer using the unique BSB and account number for your Wallet.

Custom Portfolios

Auto-invest can be used to automate recurring orders into up to five Betashares ETFs. If you would like to automate recurring orders into a larger portfolio that may include ETFs from other issuers, or ASX shares, consider creating a Custom Portfolio.

Custom Portfolios

Auto-invest can be used to automate recurring orders into up to five Betashares ETFs. If you would like to automate recurring orders into a larger portfolio that may include ETFs from other issuers, or ASX shares, consider creating a Custom Portfolio.

Explore more

Tools and reporting

Betashares Direct includes personalised tax and performance reporting, and a range of powerful yet intuitive tools that help you to be a better investor.

Break free from brokerage

Invest brokerage-free in all ETFs and 300+ shares traded on the ASX.

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Explore more

Tools and reporting

Betashares Direct includes personalised tax and performance reporting, and a range of powerful yet intuitive tools that help you to be a better investor.

Break free from brokerage

Invest brokerage-free in all ETFs and 300+ shares traded on the ASX.

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Start investing with Betashares Direct

Sign up on web or download the app

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Start investing with Betashares Direct

Sign up on web or download the app

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Betashares Capital Limited (ABN 78 139 566 868, AFSL 341181) is the issuer of Betashares Invest, being the IDPS-like scheme available through the Betashares Direct platform. Before opening an account or making an investment decision, read the Product Disclosure Statement and the Target Market Determination for Betashares Invest, available by emailing Customer Support at [email protected] or by phone on 1300 487 577, to consider whether the product is right for you. You should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making an investment decision. This information is general in nature and doesn’t take into account your financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Investing involves risk.