Yes you can.
Please request the off-market transfer request here. We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us. Please note that the original signed copy of the form may be required.
That’s something we will have to do for you. Give us a call on 0800499466, or contact us via email (contact@investnow.co.nz), and we will action the change for you.
You can call us, e-mail us or use our online chat (available on our public website and within the secure portal, when logged into your account).
Our contact centre is available on 0800 499 466 (for international calls, use +64 4 499 9691) Mon-Fri 8:00am to 5:00pm, except national public holidays.
You can e-mail us on contact@investnow.co.nz. We shall respond to your as soon as possible.
It is important to note that the investments that can be held through the service are subject to change.
If you hold an investment and a decision is taken, by InvestNow or the Investment Manager, to no longer offer it on InvestNow, we work through the required actions, and options, with you.
Investments that are available through InvestNow are not guaranteed by InvestNow, any of the underlying investment managers, or any other person(s).
Please contact us immediately on 0800 499 466 (for international calls, use +64 4 499 9691) or e-mail us at contact@investnow.co.nz.
Our contact center is available Mon-Fri 8:00am to 5:00pm, except national public holidays.
InvestNow is designed to work with all the major internet browsers.
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.
Once logged into your account, the Dashboard page shows you all the key headline information about your portfolio.