If you wish to check or amend your income preference at any time please take the complete the following steps:

  • Click My Account and then My Investments

  • Select Investment Preferences¬†

  • Toggle the Regular Withdrawal Plan option and specify $ amount

  • Select Save Settings

  • Click Verify Request

  • Choose Email Verification or SMS Verification

  • Complete Verification Process

Please be advised that if you specify an amount that requires InvestSMART to sell down your investments to fulfil the request then brokerage will be incurred. 

If you require any assistance, please contact our friendly team at invest@investsmart.com.au 

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