You can establish a regular deposit to your InvestNow Transaction Account with an automatic payment from your nominated bank account.

If you have already made a deposit to your InvestNow Transaction Account, you use the same bank account and reference details when establishing your automatic payment.  The reference is unique to you and does not change.

If you have yet to make a deposit into your InvestNow account, login and go to the Home page.  Click on the Deposit funds link (can be found under Quick actions).  A page will appear which provides the […]

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.

You can access your InvestNow account at any stage after having started the “Join Now” process.  You are able to invest in managed funds once your account is active and you have money in your InvestNow Transaction Account.

How do I obtain a certified copy of an identification document?

We are required by law to verify your identity as part of the account opening process and ongoing due diligence (Anti-Money Laundering and Countering Financing of Terrorism Act 2009).

Where we ask you to supply certified copies of your identification documentation, you can ask “Trusted Reference” persons from the following occupations to complete this verification.

• Justice of the Peace
• Lawyer
• Registered medical doctor
• Registered teacher
• Registered chartered accountant
• Kaumatua
• Minister of religion
• Member of parliament
• Notary public
• Employee of the […]
  

Noting that orders are processed at 12pm each Business Day, you can amend/cancel an order up to 12pm on the Business Day the order is due to be processed. However, once the order changes to “Pending” status (after it has been processed at 12pm) it can not be amended or cancelled.

For example, if you raised an order on a Saturday, the order will not be processed until 12pm on the following Monday, assuming Monday is a Business Day, so you have up until then to amend the order. If you […]

You will receive a notification in a number of ways:

1. The order will appear in the list of Completed orders on the Orders page
2. The addition (invest) or reduction (sell) of units will appear in your Holdings.