Once you have completed the online account opening process, including the identity and bank account verification, your account becomes Active.

You can now transfer money into your InvestNow Transaction Account and begin investing in managed funds.

The identities of individuals can be verified either offline or online.  For offline verification you will need to supply the following documents as part of the account opening process:

• A current copy of your drivers’ license, passport, or birth certificate
• Proof of address e.g. utility bill or a bank statement

The identities of Companies and Trusts require additional documents being supplied to InvestNow:

• Companies
  • Certificate of Incorporation

• Trusts
  • Trust Deed including any amendments
  • Proof of address
  • Bank deposit slip or bank statement
  • We may also request evidence of the source […]
    

The identities of individuals with current New Zealand passports or drivers’ licenses can be automatically verified online using the Cloudcheck service offered by Verifi Identity Services.

The following information is required:

• Your full name, as it appears on your identity document
• Your address
• Your date of birth
• Details of your identity document:
  • the passport number and expiry date or,
  • the drivers’ license number and version number

Please note that your passport or drivers’ license must be current i.e. not expired or cancelled. A passport which has been cancelled and reissued […]