How to use Auto Invest?
– Open Jenius App, go to Wealth page on the bottom screen navigation, then go to Investment menu.
– See the Mutual Fund, then select portfolio.
– Click the three dots button on your mutual fund product, then select Create Auto Invest.
– Input the amount that will deduct from Active Balance.
– Select the Auto Invest frequency.
– Select starting date for Auto Invest.
– Select the terms to end Auto Invest, then choose the date or transaction amount.
– Review all the information. Then select Next.
– Review more information details. Then select Next.
– Read and agree the customer declaration, then select Confirm & Buy Mutual Fund.
How Auto Invest works?
Auto Invest will automatically deduct your Active Balance according to pre-determined amount, time, and period.
How much the frequency option for Auto Invest?
Currently there are 4 options.
– Once
– Daily
– Weekly
– Monthly
Does daily Auto Invest apply every day?
Daily Auto Invest will only apply on working days (Monday to Friday) and not applicable on holidays.
Can I schedule Auto Invest outside of working days?
If you choose Once or Monthly period, you are free to choose Auto Invest schedule date.
If your chosen date is on weekend, Jenius will debit on that date but the actual mutual fund purchase will follow the next bourse day.
How can I stop Auto Invest?
Currently there are 3 ways to stop Auto Invest.
– Date (ends on selected date)
– Frequency (ends after reach particular amount)
– Manually (ends after cancelled manually)
Does Auto Invest can be paused?
Yes. Auto Invest can be paused and resumed based on your preference.
How to paused Auto Invest?
– Go to mutual fund portfolio page
– Select View Auto Invest detail
– On the Auto Invest detail page, select Pause
What will happen if I pause my Auto Invest?
The automatic top up schedule will be paused until Auto Invest resumes.
Can Auto Invest paused automatically?
Yes. Auto Invest can automatically paused if you have insufficient Active Balance, expired risk profile, or Jenius is experiencing system problems
What will happens if my Active Balance is insufficient during the Auto Invest schedule?
On every Auto Invest schedule, Jenius will deduct 3 times on 06.00, 09.00, and 12.00 WIB. If Jenius fail to deduct on the first and second time, there will be notification to ensure you have sufficient active balance. If still fail to deduct on the last time, Auto Invest will be paused automatically.
What will happens if my Active Balance is insufficient during the Auto Invest schedule?
Make sure you have sufficient Active Balance or renew your risk profile, then go to Auto Invest detail page, select Resume Now or Resume at The Next Period (if paused due to insufficient Active Balance) and select Next (if risk profile are expired).
How to resume my paused Auto Invest?
– Go to mutual fund portfolio page
– Select View Auto Invest detail
– On the Auto Invest detail page, select Next
Does Auto Invest can be stopped?
Yes. You can click Stop at the Auto Invest detail page.
How to stop Auto Invest?
– Go to mutual fund portfolio page
– Select View Auto Invest detail
– On the Auto Invest detail page, select Stop.
What will happen if I stop my Auto Invest?
All the scheduled Auto Invest will be cancelled.
Can I edit Auto Invest details?
Yes. You can change the amount, frequency, and the terms to end an ongoing Auto Invest.
How to change Auto Invest details?
– Go to mutual fund portfolio page.
– Select View Auto Invest detail
– On the Auto Invest detail page, select Edit.
– Make your new changes, then finish process.
Want to know an easier way? Click the tree dots button on the mutual fund product in portfolio page, then click Edit Auto Invest.
What will happen if I change my Auto Invest details?
All the arrangement (including the transaction fee) will change according to the new details.
Where can I track my Auto Invest schedule?
– Go to mutual fund portfolio page
– Select View Auto Invest detail
– Track the schedule on the Auto Invest detail page.
How can I track the transaction status for Auto Invest?
– Go to mutual fund portfolio page
– Select Transaction menu.
– Check the transaction history based on time order.
When Auto Invest is active, can I sell or top up my mutual fund?
Yes, you can sell or top up your mutual fund in full or partially even when Auto Invest is active.
Is there any additional fees to use Auto Invest?
There is no additional fee for Auto Invest. However, each mutual fund product may have different policy regarding transaction fee.
