The Auto Invest feature allows you to set up automatic recurring purchases for a single coin or a bundle with just a few steps. Simply choose the asset or bundle, set the order amount, and decide how often it should repeat. Once set up, the system handles everything for you automatically.
How to create an Auto Invest order
1. From the left menu of your Wealth99 account, go to Auto Invest and click Create an order.
2. Choose how you want to set up your order. You can select either Single Asset or Bundle. Click on your preferred option to continue.
Single Asset setup
3. Select one cryptocurrency and click 'Continue'. Only one asset can be chosen per order in this option.
4. Now it's time to define the order details:
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Enter a name for your order.
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Choose the currency you want to use to pay from the Pay with dropdown.
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Enter the order amount (per order).
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Select the start date for when the first order should run.
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Choose how often the order should repeat. You can select daily, weekly, fortnightly, or monthly.
5. Once it's all set, click 'Confirm'. Your Auto Invest order will run automatically based on your settings. If you do not have sufficient balance to pay for the order, you'll be notified.
Bundle setup
3. Select one bundle and click 'Continue'. Only one bundle type can be chosen per order in this option.
4. Now it's time to define the order details:
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Enter a name for your order.
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Choose the currency you want to use to pay from the Pay with dropdown.
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Enter the order amount (per order).
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Select the start date for when the first order should run.
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Choose how often the order should repeat. You can select daily, weekly, fortnightly, or monthly.
5. Once it's all set, click 'Confirm'. Your Auto Invest order will run automatically based on your settings. If you do not have sufficient balance to pay for the order, you'll be notified.
You can cancel Auto Invest orders at any time. Check out how to cancel them here.