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Prior to investing in any Fund you should read the disclosure material and research the Fund to ensure that it meets your specific investment needs.
It is good practice to get independent advice from an Authorised Financial Adviser (AFA) before making any investment. Note that the team at InvestNow Saving and Investment Service are unable to provide you with financial advice.
Websites such as sorted.org.nz are also a useful resource. Visit their “Investing & savings guide” for helpful information.
Your account balance is the value of your holdings. You can find these on the Holdings page once logged in to your account.
All you need is your e-mail address. Visit www.investnow.co.nz and click “Login”. If you can not remember your password, click the “I forgot my password” link and we will send you instructions to rest your password.
If you have changed your legal name, please send (scan and e-mail) us a copy of evidence of your change in name. We accept the following documents:
InvestNow is an online experience so we will not send you any statements in the mail.
When we prepare statements for you, for example at the end of the tax period, we shall upload these into your “My Documents” page. Once there you can view any documents by clicking the download button.
If you wish to run any reports yourself, you action this from the My Documents page – just follow these steps:
An Investor is the entity (Individual, Joint, Trust or NZ Company) that has an account with InvestNow. A client is an individual, or individuals, that have access to the Investor account. Clients can perform one of a number of roles (see Roles FAQ) and can have a number of permissions (see Client Permissions FAQ).
To change your contact details follow these steps once logged in to your account.
Contact details for an Account:
Click “Save” at the bottom of the page
Contact details for a Client:
Click “Save” at the bottom of the page.
You can find out more on the IRD website.
The current company tax rates are: