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    • InvestNow’s 10 investing principles
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  • KiwiSaver
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    • Fees & Charges
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Do clearance periods apply to my InvestNow account?

Deposits
Deposits are processed throughout the working day, and should be in your InvestNow Transaction account within two or three hours, assuming you have used the correct nominated bank account and have included the correct reference. You will receive an email notifying you once the deposit has been processed and your monies are now available to invest.

Withdrawals
For withdrawals to your nominated bank account, the cut-off is 4pm for the withdrawal to be paid on the same day – otherwise the withdrawal will be processed on the afternoon of the following business […]

By Mike Heath|2026-08-03T16:10:46+12:00January 9th, 2017|Account Questions|Comments Off on Do clearance periods apply to my InvestNow account?
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How long does the login verification/security code last for?

You have fifteen minutes to enter the security code, when logging in.  After that you will have to request a new code.  You can do this by either logging in again or click the link to request a new code.

By Mike Heath|2021-07-28T15:24:54+12:00December 18th, 2016|Account Questions|Comments Off on How long does the login verification/security code last for?
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What does the data on the Invest page represent?

The Invest page contains the following information for each fund:

  • Name of the fund
  • Transaction fee, if a fund charges an exit or entry fee.
  • Fees – the Total Fund charges (including GST) which is made up of:
    Total Management & Administration charges, including Manager’s basic fee and other management and administration charge
    The data is sourced from The Disclose Register.
  • 1 Year & 5 Year performance data. This data is net of fees and before tax.
  • Fund fact sheets, available for download
  • Fund Product Disclosure Statement (PDS), available for download
By Mike Heath|2022-11-09T08:44:42+13:00December 18th, 2016|Account Questions, Investment Portfolio Management Questions|Comments Off on What does the data on the Invest page represent?
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What do I do when the document(s) I have used to complete the AML verification, expire?

We will be in touch with you prior to the expiry date of the document(s) you have used for the AML verification process, and will advise you to repeat the AML verification process with your new documents.

You will hear from us approximately one month prior to your original documents expiring, and will have one month, after the expiry date of the original documents, in which to complete the AML verification. If you do not complete this within the month, your account may be suspended until the task is completed […]

By Mike Heath|2019-06-14T13:39:03+12:00December 18th, 2016|Account Questions|Comments Off on What do I do when the document(s) I have used to complete the AML verification, expire?
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What are the different member types for InvestNow?

There are four different member types for InvestNow:

  • Owner
  • Accountant
  • Auditor
  • Viewer

Each member type can have either Authoriser permissions (has full delegated authority and access to the account and all functionality) or view-only where they are unable to process any transactions.

By Mike Heath|2019-06-14T13:39:46+12:00December 18th, 2016|Account Questions|Comments Off on What are the different member types for InvestNow?
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When are my buys and sells completed?

When are my buy and sells completed?

The cut-off time for the receipt of buy or sell orders and cleared funds for all Funds is currently 12pm NZ time (Monday to Friday, excluding national public holidays).

If buy or sell orders are accepted before the cut-off time for a Fund on a valuation day, units will normally be issued or redeemed price determined at the end of that day.

Please note that this does not apply to Russell Investments, Antipodes Partners, Elevation Capital or Pie Funds:

  • Russell Investments NZ PIE funds – for […]
By Mike Heath|2025-09-01T14:31:05+12:00December 18th, 2016|Account Questions, Investment Portfolio Management Questions, Product/Choosing Products Questions|Comments Off on When are my buys and sells completed?
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Can I perform an off-market transfer?

Yes you can.

Please request the off-market transfer request here.  We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us. Please note that the original signed copy of the form may be required.

By Mike Heath|2020-12-04T17:21:02+13:00December 18th, 2016|Account Questions, Investment Portfolio Management Questions|Comments Off on Can I perform an off-market transfer?
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How do I change the e-mail address I use for InvestNow?

That’s something we will have to do for you.

Please follow these simple steps:

  1. Go to the Home Page (www.InvestNow.co.nz) and select the link for Resources in the main navigation
  2. Click Resources and then click Forms
  3. Select and download the form titled “Change of Details”
  4. Complete the relevant sections
  5. Sign, scan and e-mail the completed form to contact@investnow.co.nz

We will confirm the request has been action by return e-mail.

By Mike Heath|2019-06-14T13:48:57+12:00December 18th, 2016|Account Questions|Comments Off on How do I change the e-mail address I use for InvestNow?
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What do I do if I suspect that my InvestNow account has been compromised?

Please contact us immediately on 0800 499 466 or e-mail us at contact@investnow.co.nz.

Our contact center is available on 0800 499 466 Mon-Fri 8:00am to 5:00pm, except national public holidays.

By Mike Heath|2019-06-14T13:51:36+12:00December 10th, 2016|Account Questions|Comments Off on What do I do if I suspect that my InvestNow account has been compromised?
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What security steps should I take to protect my computer?

What security steps should I take to protect my computer?

Online security best practices today include (includes links to resources such as Netsafe & CERT NZ):

  1. Use a password manager to keep your passwords safe in one place.
  2. Switch on Multi Factor Authentication (MFA) to add an extra layer of security (note – Multi Factor Authentication is already enabled for your InvestNow account, whereby you receive a unique Passcode each time […]
By Mike Heath|2026-02-26T10:53:12+13:00December 10th, 2016|Account Questions|Comments Off on What security steps should I take to protect my computer?
Read More
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InvestNow is a member of the Apex Group
To learn more about the Apex Group please visit here.

Security steps to protect you online
Online security best practices and additional steps to take, specific to your InvestNow account. Read our FAQ here.

Links to the login page
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.

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

Complaints
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 2, Woodward House 1 Woodward Street PO Box 25003 Wellington 6140 Telephone: 0800 499 466 Email: contact@investnow.co.nz. Read more here.

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