If you have changed your legal name, please send (scan and e-mail, to contact@investnow.co.nz) 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 Documents page – just follow these steps:
To change your contact details follow these steps once logged in to your account.
Once logged into your Managed Funds account, go to the Transactions page and use the filters and display options to access the specific transactions you are looking for.
You can also create an Investor Report, for the relevant period, by going to the Documents page and following the options/instructions there.
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 […]
No, we do not accept cheque or cash deposits. We allow online deposits from the verified Nominated Account(s) associated with your account(s).
You can establish a regular deposit to your InvestNow Transaction Account with an Automatic Payment (AP) from your nominated bank account – you will need the details of the bank account, into which you will make the deposit, and your unique reference, so we can make sure all deposits are credited to your InvestNow Transaction Account.
To get these details (note – these do not change and will be the same if you have previously made a one-off deposit into your InvestNow account):
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Yes you can have multiple InvestNow accounts. Using a single email address, as your unique login, once you have logged in you can switch between the accounts you have been linked to.
Once you have completed the online application joining form, and your account is available to you to access ie we have completed any checks we need to undertake, you will receive an email notification to set your password, after which you have full access to your new account.