There are now three options available to you, for receiving your unique passcode each time you login:
To change your MFA preference and/or switch to the Authentication App, follow these simple steps:
1) Log into your account
2) Click on the email address that appears in the top righthand side of the page:
3) Select “Security Settings“:
4) […]
Once logged in there are three types of reports you can produce, for whatever period you choose:
InvestNow earns a distribution fee of 0.10% for the Term Deposit (TD) service. Â This fee does not result in any additional fees for you, or reduction in the interest rate you receive, for the Term Deposit(s) you invest in.
The rate you receive for the TD you invest in is the rate you see when you select the bank/term. Â In addition to the rate you receive, InvestNow will be earning a 0.10% distribution fee.
An example:
What do each of the column headings mean for the fund manager table?
Sector:
Sector refers to the type of asset the managed fund invests into, such as a diversified fund, cash fund, listed property fund, etc.
PDS Fee:
The PDS fee is the annual management fee estimate as stated in the Product Disclosure Statement (PDS) for this fund.
QFU Fee:
The Quarterly Fund Update (QFU) Fee is the latest actual fee charged by the fund in its most recent financial year, as stated in the fund’s most recent Quarterly Fund Update.
Buy/Sell Spread:
When you buy or […]
Cloudcheck is the technology partner we work with to provide a customer identity verification solution – specifically we use their IDScan solution for the bio-metric identity verification.  Learn more about Cloudcheck here.
In some circumstances, we may be required to ask you about the source of the funds that you have invested, and ask for documents to verify this information – for example, if you made an unusually large deposit. This table shows examples of the documents that we may be able to accept as evidence of the source of your funds:
This list is not exhaustive and the types of documents we would accept will depend on your individual circumstances and the amounts involved. In most circumstances we can also […]
If you are using Android 10 or below please do the following:
A diversified fund invests in a range of asset classes, regions, and/or industry sectors.  Each of these assets have different characteristics eg their values may not all rise or decline at the same time.  Investing in a range reduces the potential risk that anyone sector/region/industry can have on the overall performance of the fund – spreading the risk.
Diversified funds can be built to align to specific risk profiles, for example, Conservative, Balanced or Growth.
What does the KiwiSaver Summary provide?
It provides a high-level overview of your portfolio, including details such as:
Your contributions – Contributions you have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before switching to InvestNow).
Employer’s contributions – Contributions your employer(s) have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before switching to InvestNow).
Government contributions – Contributions the government have made, from the time you first joined KiwiSaver (includes if you joined KiwiSaver before […]
What if I want to take a break from contributing to KiwiSaver?
If you want to take a break from contributing to KiwiSaver, you can apply for a savings suspension (previously known as a contributions holiday) by contacting the IRD.
Please see the IRD website for full details.