InvestNow is designed to work with the major internet browsers:
Your account balance is the value of your holdings. You can find these on the Holdings page once logged in to your account.
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.
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:
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:
To change your contact details follow these steps once logged in to your account.
Contact details for an Account:
Click “Save” at the bottom of the page
Contact details for a Client:
Click “Save” at the bottom of the page.
You can see the full list of your transactions on the “Activity” page once you have logged on to your InvestNow account. You can view or print the transactions.
Withdrawals
You can cancel a Withdrawal instruction up until 12pm of the business day on which you raised the instruction. Where you have placed an instruction on a non-business day, you can cancel the order up until 12pm of the next business day. You will find your pending Withdrawal on the Orders page under Open orders and withdrawals. To cancel the withdrawal select the Cancel link.
1) Before you begin, you will need to download a bank statement or proof of account PDF through your online banking.
2) Log into your InvestNow account.
3) Select “Investor Profiles” in the top right corner if you are on a desktop. For mobile devices, click the “1 investor and 1 portfolio” tab and then click “Investor Profiles”.
4) Click “View Profile” next to the account you are wanting to add […]