Investing with Us
How can I add to my portfolio?
There are three ways you can add funds to your portfolio:
- One off contribution: Simply use the BPAY biller code and reference number you used to fund your investment
- One off contribution with investment model allocation: If you have more than one investment model and would like to specify how the additional funds are split or would like to add a different model all together with the new funds you will need to send through a model allocation form (found in the forms section under InvestSMART Funds in the Portfolio Manager)
- Set up a regular contribution plan: When you establish your account you can nominate a set amount to be drawn from your bank account into the portfolio each month. This takes place on the 15th of the month (or closest following business day). The minimum amount is $100. If you already have a portfolio set up you can start a regular contribution plan by completing the form found in the forms section.