Where can I find the available balance of my InvestNow account?
Your account balance is the value of your holdings. You can find these on the Holdings page once logged in to your account.
I have forgotten my Account details, where can I find this?
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.
I have changed my name, how do I change the name on my InvestNow account?
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:
- Marriage certificate
- Updated birth certificate
- Name change certificate
How often will I receive statements for my InvestNow account?
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:
- Click “My Document”
- Click “Add reports to my documents”
- Select the type of report, the period and the end date for the […]
What is the difference between and Investor and a Client?
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).
How do I change my contact details?
To change your contact details follow these steps once logged in to your account.
Contact details for an Account:
- Click on your profile icon
- Select “Edit” for “Investor Details”
- Change the contact details
Click “Save” at the bottom of the page
Contact details for a Client:
- Click on your profile icon
- Select “Edit” for “My Details”
- Change the contact details
Click “Save” at the bottom of the page.
What are the rates of Companies Tax?
You can find out more on the IRD website.
The current company tax rates are:
- 28% for income years 2012 and later
- 30% for income years 2009 to 2011
- 33% for income years 2008 and older
What are the rates of RWT?
You can find out more on the IRD website.
The current rates of RWT are:
- 0% (in this case a current RWT exemption certificate must be provided)
- 10.5%
- 17.5%
- 30%
- 33%
What is Resident Withholding Tax (RWT)?
You can find out more on the IRD website.
Resident Withholding Tax (RWT) is a tax deducted from the gross amount of interest paid to you. It is deducted at the time when the interest is paid to your InvestNow cash account.
When you open an InvestNow account, you will be asked to select your RWT rate and IRD number.
If we do not have an IRD number your account will be taxed at the maximum “non-declaration” rate of 33%.
How do I see my InvestNow transactions?
You can see the full list of your transactions on the “Activity” page once you have logged on to your InvestNow account. You can view or print the transactions.