I already have an InvestNow Managed Funds account, and I now want to switch my KiwiSaver portfolio to – what do I need to do?

As you are already an existing member of InvestNow, you just need to log into your InvestNow Managed Funds account, scroll down the “Dashboard“, you can join the InvestNow KiwiSaver Scheme under the “InvestNow KiwiSaver” option and follow the simple steps.

If you do not see “InvestNow KiwiSaver” you will have started the KiwiSaver account opening process already.

You can find the KiwiSaver account by clicking on “1 investor and 1 profile” in the top righthand corner. Please check the box for this account and click the “1 investor and 1 profile” heading to switch to the account.

To complete the activation of your account, you need to select the funds and review and agree to the disclosure material.

Once this has been completed, we will organise the transfer from your current provider. This process takes 10-15 business days to complete and you will receive an email once the funds have arrived. If this is your first time joining a KiwiSaver Scheme, the funds will arrive in 62 days as they are held by the IRD.