How do I adjust the amount that l Auto Invest with NuWealth?

To adjust your Auto Invest amount:

1. Open the app 
2. From the Homepage, tap 'Portfolio' 
3. Tap 'Auto Invest' 
4. Adjust the values using the - or + button, or input the desired amount

You can make changes at any time, but here’s how the timing works:

• To apply changes for the upcoming collection, make sure to submit them at least 10 working days before the scheduled collection date.
• Changes made after this deadline will usually take effect from the following month.

Please note, if you have a Direct Debit set up, and you place a monthly buy through the 'Invest' tab, it will add to your overall Auto Deposit amount (e.g. if you already have a £100 Auto Invest set up, then add £20 to a stock or fund via the 'Invest' tab, the overall value of your Auto Deposit will increase to £120). 

Also, if you remove a monthly investment, the overall Auto Deposit value will stay the same, however, the money will be debited into your NuWealth cash account rather than an asset. 

To change the overall value of your Auto Deposit:

1. Go to 'Portfolio' 
2. Tap 'Auto Invest' 
3. Amend your Auto Deposit

It’s always worth reviewing your total Direct Debit amount after any changes to avoid surprises.