On this page

Step 1: Set up the recurring order

Step 2: Create a recurring transfer with your bank

Step 3: Confirm the recurring order with Swyftx


Step 1: Set up the recurring order

App

1. From Quick Actions in the toolbar, select Recurring orders.

2. Select Create a recurring order.

3. Select the assets you want to buy automatically.

4. Select Continue to set order details.

5. Add a nickname for your order.

6. Choose the percentage to allocate to the asset.

7. Select Create recurring order.

8. Select View deposit instructions. Copy the deposit information.

Desktop

1. Go to Recurring Orders in the Menu.

2. Select + NEW to create a new recurring order.

3. Select the assets you want to buy automatically.

4. Add a label for the order.

5. Choose the percentage to allocate to the asset.

6. Select Create order.


Step 2: Create a recurring transfer with your bank

1. Log in to your internet banking portal.

2. Create a new recurring transfer and enter the Swyftx deposit information. You should include:

  • Account name

  • BSB

  • Account Number

  • Reference (Case sensitive and don't add extra characters or words)

  • Amount (minimum $30).


Step 3: Confirm the recurring order with Swyftx

1. Select I Understand to confirm your recurring order.

2. Select the icon next to the name of your order to see:

  • The % devoted to each asset.

  • The average price paid for the asset.

  • The amount deposited into each asset.

Read more: What is a recurring order, and how is it useful?


Further questions?

If you have any further questions, get in touch with us via live chat.

Did this answer your question?