How it works2017-10-03T04:05:09+00:00

How it works – self managed portfolios

Open an account with InvestNow

All you need are the documents to validate your ID and address and a valid bank account.

Follow these simple steps:

  1. Go to investnow.co.nz
  2. Click “Join”
  3. Complete the on-screen instructions, including transferring some money into your InvestNow Transaction Account
  4. Once your account is “Active”, you can start to invest in our range of funds

You can invest in funds on both a one-off basis, or by setting up a Regular Investment Plan.

self managed funds - how it works

Off-Market Transfers

You can transfer units to your InvestNow portfolio.  Simply complete the request form here, and we will be in touch.