The identity and documentation requirements for a trust account are more detailed compared to other types of account. The following requirements are specific to trust accounts:

• A copy of the trust deed (this does not need to be certified)
• Copy of any deed amendments
• ID for all trustees, settlors and anyone else who has control over the trust e.g. protectors, directors of a trustee company
• The date of birth for any named beneficiaries
• Proof of address in the trust’s name, e.g. a bank statement or a rates bill
• A brief […]
  

Here are the rules for setting a Password:

• Passwords can contain any combination of letters, numbers and special characters e.g. !, *, & etc
• Your Password must be at least 8 characters in length (note that there is no maximum length), with at least
  • 1 upper case letter
  • 1 lower case letter
  • 1 number
  • 1 special character (except # as this special character is not accepted)

Please note:  your password can not begin or end with a white space character

Managed Funds & Term Deposits Portfolio

Because there are no fees or costs associated with your InvestNow account, even if you have no money or investments in the account, there is no need to close your account.  However, should you wish to do so please contact us on 0800 499 466 or contact@investnow.co.nz

KiwiSaver Portfolio

Your InvestNow KiwiSaver account is closed automatically if you have chosen to switch to another provider/scheme, automatically once your switch has been completed.