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      • Off-market transfer request
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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?
Read More

Can I use the same e-mail address on more than one InvestNow account?

You can link one person to more than one account, but each account must be set up with an unique e-mail address.

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|2019-06-14T13:49:32+12:00December 18th, 2016|Account Questions|Comments Off on Can I use the same e-mail address on more than one InvestNow account?
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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 Two Factor Authentication (TFA or 2FA) to add an extra layer of security (note – we have adopted 2FA by default, whereby you receive a unique Passcode each time you login to […]
By Mike Heath|2022-03-07T12:17:10+13:00December 10th, 2016|Account Questions|Comments Off on What security steps should I take to protect my computer?
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What browsers does InvestNow work with?

InvestNow is designed to work with the major internet browsers:

  • InvestNow has been built specifically for Internet Explorer and Safari browsers.
    • Internet Explorer version 8 and above or version 7 using V8 Compatibility Mode. The browser can be downloaded from http://windowsupdate.microsoft.com.
    • Safari browser version 533.0 and above. The browser can be downloaded from https://support.apple.com/downloads/safari
    • Google Chrome users with version 20.0 and above. The browser can be downloaded from https://support.google.com/chrome/answer/95346?co=GENIE.Platform%3DDesktop&hl=en-GB
    • Firefox Version 11 and above. You can download this […]
By Mike Heath|2019-06-14T13:52:40+12:00December 10th, 2016|Account Questions, Questions about InvestNow|Comments Off on What browsers does InvestNow work with?
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Where can I find the available balance of my InvestNow account?

Your account balance is the value of your holdings. You can find these on the Holdings page once logged in to your account.

By Mike Heath|2019-06-14T13:56:09+12:00December 10th, 2016|Account Questions, Investment Portfolio Management Questions|Comments Off on Where can I find the available balance of my InvestNow account?
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I have forgotten my Account details, where can I find this?

All you need is your e-mail address. Visit www.investnow.co.nz and click “Login”. If you can not remember your password, click the “I forgot my password” link and we will send you instructions to rest your password.

By Mike Heath|2019-06-14T13:56:52+12:00December 10th, 2016|Account Questions|Comments Off on I have forgotten my Account details, where can I find this?
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I have changed my name, how do I change the name on my InvestNow account?

If you have changed your legal name, please send (scan and e-mail) us a copy of evidence of your change in name. We accept the following documents:

  • Marriage certificate
  • Updated birth certificate
  • Name change certificate
By Mike Heath|2022-12-08T11:11:47+13:00December 10th, 2016|Account Questions|Comments Off on I have changed my name, how do I change the name on my InvestNow account?
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How often will I receive statements for my InvestNow account?

InvestNow is an online experience so we will not send you any statements in the mail.

When we prepare statements for you, for example at the end of the tax period, we shall upload these into your “My Documents” page. Once there you can view any documents by clicking the download button.

If you wish to run any reports yourself, you action this from the My Documents page – just follow these steps:

  1. Click “My Document”
  2. Click “Add reports to my documents”
  3. Select the type of report, the period and the end date for the […]
By Mike Heath|2019-06-14T13:57:51+12:00December 10th, 2016|Account Questions, Investment Portfolio Management Questions|Comments Off on How often will I receive statements for my InvestNow account?
Read More

How do I change my contact details?

To change your contact details follow these steps once logged in to your account.

Contact details for an Account:

  • Click on your profile icon
  • Select “Edit” for “Investor Details”
  • Change the contact details

Click “Save” at the bottom of the page

Contact details for a Client:

  • Click on your profile icon
  • Select “Edit” for “My Details”
  • Change the contact details

Click “Save” at the bottom of the page.

By Mike Heath|2019-06-14T14:07:35+12:00December 10th, 2016|Account Questions|Comments Off on How do I change my contact details?
Read More
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InvestNow is a member of the Apex Group
To learn more about the Apex Group please visit our Who We Are page 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.

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

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.

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.

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