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)
• ID for all trustees 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 explanation of the source of wealth for the trust, including a broad estimate of the trust’s overall wealth
• Some form of supporting documentation for the source of wealth for the trust, for […]
  

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 or special character

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

If you have more than one InvestNow account we can link them so that you can access them all from a single e-mail address/login.

Please take a look at this page, to see how it works and what you need to do if you would like to use this functionality.

Because there are no fees or costs associated with your InvestNow account, even if you have no money or managed funds 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