Account Questions

On the day that your term deposit matures, the funds from the maturity are credited to your transaction account. At 11:30 am on the same day, your new term deposit order will be created and sent to the bank. Before 11:30am you will be able to see the matured term deposit funds in your account,…

We send all term deposit requests to the appropriate bank at 12:00 pm each business day. Once we have received confirmation that the bank has created your term deposit, your Pending Instructions page (Buy & Sell > Pending Instructions) will no longer display that order, and the term deposit will appear on your Holdings page.…

The identity and documentation requirements for a trust account are more detailed compared to other types of account. The following requirements are specific to trust accounts: A copy of the trust deed (this does not need to be certified) Copy of any deed amendments ID for all trustees, settlors and anyone else who has control…

Here are the rules for setting a Password: Passwords can contain any combination of letters, numbers and special characters e.g. !, *, & etc Your Password must be at least 8 characters in length (note that there is no maximum length), with at least 1 upper case letter 1 lower case letter 1 number 1…

In September 2013, in response to growing concerns about offshore tax evasion, G20 leaders announced an initiative to implement a new global Standard for Automatic Exchange of Financial Account Information in Tax Matters (in short, Automatic Exchange of Information, or AEOI). AEOI impose these obligations on jurisdictions and financial institutions (for AEOI purposes, known as…

InvestNow client funds are held in an independent custodial account which is run and operated by Adminis, who have been appointed to provide custody services to InvestNow. This ensures that there is complete separation of client assets from InvestNow as a business. The custodial account is also structured to ensure that all assets, including the bank…

Managed Funds & Term Deposits Portfolio Because there are no fees or costs associated with your InvestNow account, even if you have no money or investments in the account, there is no need to close your account.  However, should you wish to do so please contact us on 0800 499 466 or contact@investnow.co.nz KiwiSaver Portfolio…

An Investor is the entity (Youth, Individual, Joint, Trust or NZ Company) that has an account with InvestNow – it is the beneficial owner, in whose name that the investments are held. A Member (also known as a Client) is an individual, or individuals, that have access to the Investor account i.e. they are “linked”…

Deposits Deposits are processed throughout the working day, and should be in your InvestNow Transaction account within two or three hours, assuming you have used the correct nominated bank account and have included the correct reference. You will receive an email notifying you once the deposit has been processed and your monies are now available…

Where you have selected either the email or SMS (text) passcode option, the codes received will be valid for approximately 15 minutes. If you have selected to use our preferred method, the authenticator app, the code is generally valid for 30 seconds.

When are my buy and sells completed? The cut-off time for the receipt of buy or sell orders and cleared funds for all Funds is currently 12pm NZ time (Monday to Friday, excluding national public holidays). If buy or sell orders are accepted before the cut-off time for a Fund on a valuation day, units…

Yes you can. Please request the off-market transfer request here.  We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us. Please note that the original signed copy of the form may be required.