Description
Pearler Tutorial
The Pearler Tutorial has been created as a step by step guide.
Are you wanting to start your investing journey but don’t know how?
First, watch the Pearler Tutorial video above to learn how you can commence your investing journey.
We will walk through the sign up process to create an account with the Pearler Investment Platform. You can even get a free investment credit (valued at $9.50) when you sign up!
Next, when you are ready:
Pearler Tutorial – Share Trading Platform
A new entrant to the market is the share trading platform Pearler. A popular broker account targeted at investors wanting long-term returns from a low-cost investment. Furthermore, shares invested through Pearler are CHESS sponsored. In other words, the Australian Stock Exchange (ASX) keeps a record of the shares you buy and sell. These records are tied to your individual Holder Identification Number (HIN). Some Exchange Traded Fund (ETF) managers such as VanEck and EInvest even offer free brokerage.
Share Trading Platform Features
Pearler offers investors an array of different features including the following services:
- Direct Debit is available on the Macquarie Bank Client Trust account. The direct debit would link your bank account to the Pearler investment account.
- Trading Rules can be set based on your transaction preferences. I could set a rule to invest in shares furthest behind their target weighting rebalancing my portfolio.
- Auto Invest using Dollar-Cost Averaging (DCA) to invest incremental amounts in the share market consistently for long-term growth.
- Broker-to-Broker Transfer to transfer your shares from another broker. The same HIN or new HIN number can be set up if switching to a new share trading platform.
- Investment Account Set up an account as either an individual, jointly, trust or child (on behalf of a minor).
- Limit Order When purchasing shares you can place a limit order at a specified price.
- Profit/Loss Review the per share profit or loss against each asset
For more information about Pearler, have a read of the Pearler Review below:
For more tutorials, subscribe to the Wage Investor YouTube Channel.
Please note that the video contains an affiliate link and the information provided is general advice only. Please speak with a financial advisor for specific financial advice.
