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Making contributions to your YouWealth account

You can set up a regular contribution into your account on a weekly, fortnightly, monthly, quarterly, or yearly basis.

There’s a minimum regular investment amount of $100 per payment. You can change your regular contribution at any time. You can also make additional one-off investments of $500 or more, whenever you want to. 

Setting up a regular contribution 

  1. Log in to internet banking.
  2. From the main screen, click on your YouWealth account.
  3. Click on Contribute at the top of the screen.
  4. Choose whether you would like financial advice before making a new contribution.
  5. If you decide you’d like financial advice, enter some details about the contribution you’re considering and the best way for us to contact you, then click Submit.
  6. If you decide to continue without financial advice, choose the account you want your contribution to come from.
  7. Enter your amount.
  8. Choose the date you want this contribution to start.
  9. Choose how often you want the contribution to repeat.
  10. Click on Contribute.
  11. On the following screen, click Confirm to set up your contribution.

Making a one-off contribution 

  1. Log in to internet banking.
  2. From the main screen, click on your YouWealth account.
  3. Click on Contribute at the top of the screen.
  4. Choose whether you would like financial advice before making a new contribution.
  5. If you decide you’d like financial advice, enter a few details about the contribution you’re considering and the best way for us to contact you, then click Submit.
  6. If you decide to continue without financial advice, just choose the account you want your contribution to come from.
  7. Enter your amount.
  8. Choose the date you want this contribution to be made.
  9. Click on Contribute.
  10. On the following screen, click Confirm to set up your contribution.