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How do I make changes to my nominated bank accounts?

To change your nominated bank accounts, follow these steps once logged in to your account:

1) Before you begin, you will need to download a bank statement or proof of account PDF through your online banking.

2) Log into your InvestNow account.

3) Select “Investor Profiles” in the top right corner if you are on a desktop. For mobile devices, click the “1 investor and 1 portfolio” tab and then click “Investor Profiles”.

4) Click “View Profile” next to the account you are wanting to add […]

By Mike Heath|2026-08-27T09:01:56+12:00December 10th, 2016|Account Questions|Comments Off on How do I make changes to my nominated bank accounts?
Read More

Can I make cheque deposits into my InvestNow account?

No, we do not accept cheque or cash deposits.  We allow online deposits from the verified Nominated Account(s) associated with your account(s).

By Mike Heath|2026-08-05T09:05:37+12:00December 10th, 2016|Account Questions|Comments Off on Can I make cheque deposits into my InvestNow account?
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How do I make regular deposits into my InvestNow cash account?

You can establish a regular deposit to your InvestNow Transaction Account with an Automatic Payment (AP) from your nominated bank account – you will need the details of the bank account, into which you will make the deposit, and your unique reference, so we can make sure all deposits are credited to your InvestNow Transaction Account.

To get these details (note – these do not change and will be the same if you have previously made a one-off deposit into your InvestNow account):

  1. Log into your account
  2. Go to the Dashboard page
  3. […]

By Mike Heath|2026-08-27T09:12:23+12:00December 10th, 2016|Account Questions|Comments Off on How do I make regular deposits into my InvestNow cash account?
Read More

Can I have more than one InvestNow account?

Yes you can have multiple InvestNow accounts.  Using a single email address, as your unique login, once you have logged in you can switch between the accounts you have been linked to.

By Mike Heath|2026-08-05T09:03:45+12:00December 10th, 2016|Account Questions|Comments Off on Can I have more than one InvestNow account?
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How long before I can access my InvestNow account?

Once you have completed the online application joining form, and your account is available to you to access ie we have completed any checks we need to undertake, you will receive an email notification to set your password, after which you have full access to your new account.

By Mike Heath|2026-08-28T10:53:14+12:00December 10th, 2016|Account Questions|Comments Off on How long before I can access my InvestNow account?
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How do I obtain a certified copy of an identification document?

How do I obtain a certified copy of an identification document?

We are required by law to verify your identity as part of the account opening process and ongoing due diligence (Anti-Money Laundering and Countering Financing of Terrorism Act 2009).

Where we ask you to supply certified copies of your identification documentation, you can ask “Trusted Reference” persons from the following occupations to complete this verification.

  • Justice of the Peace
  • Lawyer
  • Registered medical doctor
  • Registered teacher
  • Registered chartered accountant
  • Kaumatua
  • Minister of religion
  • Member of parliament
  • Notary public
  • Employee of the […]
By Mike Heath|2025-06-19T12:35:02+12:00December 10th, 2016|Account Questions|Comments Off on How do I obtain a certified copy of an identification document?
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When I sell managed funds, how do I get the money?

When you sell any managed funds the net proceeds of the sale are deposited into your InvestNow Transaction Account. Once there, you can then withdraw those funds by transferring them to your nominated account, or reinvest the monies.

To raise a Withdrawal instruction, once logged in click on the Withdrawal  link on the Dashboard and follow the instructions there.

Withdrawals are processed once a day and should be in your nominated bank account between 4pm and 5pm on the same working day.

By Mike Heath|2026-08-28T11:41:19+12:00December 10th, 2016|Account Questions, Investment Portfolio Management Questions|Comments Off on When I sell managed funds, how do I get the money?
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How do I determine my correct PIR?

How do I determine my correct PIR?

The Inland Revenue Department (IRD) have a really usefull calculator to help you confirm your correct Prescribed Investor Rate (PIR), available here.

By Mike Heath|2026-08-14T08:46:58+12:00December 10th, 2016|Account Questions, Tax Questions|Comments Off on How do I determine my correct PIR?
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How is any income or distributions from funds paid to me?

When you create your account you select if you want distributions to be paid in cash or have them reinvested.

  • If you select cash, the distribution is credited to your InvestNow Transaction Account where it is available to be invested or withdrawn.
  • If you select reinvesting, the distribution is reinvested into the same fund that generated the distribution.

Please contact us (contact@investnow.co.nz) if you wish to change your distribution preference.

By Mike Heath|2026-08-28T10:51:10+12:00December 10th, 2016|Account Questions, Investment Portfolio Management Questions|Comments Off on How is any income or distributions from funds paid to me?
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Can I amend an order?

Noting that orders are processed at 12pm each Business Day, you can amend/cancel an order up to 12pm on the Business Day the order is due to be processed. However, once the order changes to “Pending” status (after it has been processed at 12pm) it can not be amended or cancelled.

For example, if you raised an order on a Saturday, the order will not be processed until 12pm on the following Monday, assuming Monday is a Business Day, so you have up until then to amend the order. If you […]

By Mike Heath|2026-07-29T09:08:39+12:00December 10th, 2016|Account Questions|Comments Off on Can I amend an order?
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Online security best practices and additional steps to take, specific to your InvestNow account. Read our FAQ here.

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Please also note that we will not provide direct links to the secure portal login page in any email communication - we will direct you to the login page on our public site here.

Cash Balances
Cash balances in InvestNow Transaction Accounts do not accrue interest. InvestNow receives the interest on any money held within the Transaction Account, which helps to pay costs associated with offering and operating InvestNow, including bank fees, which are not passed on to our customers. Read our FAQ here.

InvestNow Service, InvestNow KiwiSaver Scheme & Foundation Series Funds
Our focus is on helping people and providing information, based upon understanding their objectives and level of knowledge. We are one component of a person's financial landscape and actively promote that our customers seek personalised advice from qualified advisers external to InvestNow. Past performance is not necessarily indicative of future performance. The issuer and manager of the InvestNow KiwiSaver Scheme and Foundation Series Funds is FundRock NZ Ltd. For the InvestNow KiwiSaver Scheme Product Disclosure Statement click here. For the Foundation Series Product Disclosure Statement click here.

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You can produce an Investor Report for your Managed Funds, Term Deposits or KiwiSaver portfolio anytime, online - see our FAQ here.

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Any complaints or problems should be directed to us (InvestNow) for resolution through our internal dispute resolution process. InvestNow Saving and Investment Service Limited Level 11, ANZ Centre, 171 Featherston Street, PO Box 25003 Wellington 6140 Telephone: 0800 499 466 Email: contact@investnow.co.nz. Read more here.

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