Top Up an Existing Investment through Automic

Top Up Forager Investment

If you have an existing investment with Forager and have an Automic Account, it is easy to make an additional investment.

Simply log into your Automic Account and select "Top Up" from the dropdown next to the investment you wish to increase.

Registering for Automic

If you don't have an Automic Account, follow the below steps in order to set this up:

  • Go to Automic’s registration page and click “Register”
  • Select Forager International Shares Fund or Forager Australian Shares Fund in the Company Name Field
  • Enter your SRN
  • Enter part of your entity Holding Name
  • Enter your Postcode or, if outside of Australia, your Country of Residence
  • Tick the ‘I’m not a robot’ box and click ‘Next’
  • Set up your Username and Password

Linking Accounts

You can link all of your investments within Automic so you can view them in the same portfolio dashboard. To do this, you need to submit a request to link a new entity. Please follow the below instructions:

  • Log into Automic, and on the Portfolio page, click the ‘Add Holding’ button on the top right-hand side of the screen
  • Search for FISF or FASF and enter the SRN of the Investing Entity you wish to add (SRN found in any statement from Automic)
  • Once you click ‘Submit Request’, Automic will approve within 48 hours of submission

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