How do I join the InvestNow KiwiSaver Scheme?
If you are an existing InvestNow customer, click here to log in to the InvestNow KiwiSaver Scheme portal using your existing InvestNow email and password to begin the online application process.
If you are completely new to InvestNow, begin the InvestNow KiwiSaver Scheme online application process by creating your online account here.
What are the fees for the InvestNow KiwiSaver Scheme?
InvestNow doesn’t charge any fees for you to invest in the InvestNow KiwiSaver Scheme. Fees that are charged vary by the underlying fund manager and can be found here. These fees are the estimated total fund charges (including GST) which are made up of:
Fees have been estimated using the information provided by underlying fund managers […]
How do I select the funds for my portfolio?
You can select the funds when you set up your InvestNow KiwiSaver Scheme account. You will need to select your funds and the weighting for each investment.
To change your plan, please follow these steps:
What is swing pricing?
Swing pricing only applies to the InvestNow Milford Conservative Fund and InvestNow Milford Balanced Fund.
A swing price is applied to mitigate dilution in investment value due to transaction costs attributable to other investors buying or selling funds interests. On each valuation day the Underlying Milford Funds apply a swing factor adjustment to the price for investor applications and withdrawals. Subject to a threshold being met, the price is adjusted up or down based on the direction of the net investor flows. […]
Why am I not receiving my Passcode as a text message?
If you have elected to receive your Passcode via text, but they are not coming through, please check our Service Status page to see if there is an issue at our end. When we do experience issues with the Passcode text service we will switch everyone to email until the issue is resolved.
If there is no known issues at our end, please check that you are able to receive text messages from other numbers/services – if […]
How do I add a Member to my InvestNow account?
Follow these simple steps to add another Member to your InvestNow account:
1: Login to your account.
2: Click on “Account Settings” (you will find this in the top right hand corner of the screen).
Click “Edit” alongside the “Other Member Details”
3: Click the green plus symbol.
4: Enter in the details of the second member. Please select owner and […]
How do I make changes to my KiwiSaver portfolio?
You can change your allocation of funds under the ‘My Portfolio’ tab. This will show your current portfolio.
To change your portfolio, please follow these steps
What is the Performance Chart?
By clicking on the ‘Performance’ title, we provide a simple bar chart which shows the returns for each asset you currently hold, since inception of your portfolio. This can be filtered by either percentage or dollar return.
An aggressive investor:
To achieve the results you are looking for as an aggressive investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, an aggressive investor might have:
A growth investor:
To achieve the results you are looking for as a growth investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, a growth investor might have: