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Account Questions

How do I change the e-mail address I use for InvestNow?

That’s something we will have to do for you.  Give us a call on 0800499466, or contact us via email (contact@investnow.co.nz), and we will action the change for you.

What do I do if I suspect that my InvestNow account has been compromised?

Please contact us immediately on 0800 499 466 (for international calls, use +64 4 499 9691) or e-mail us at contact@investnow.co.nz. Our contact center is available Mon-Fri 8:00am to 5:00pm, except national public holidays.

What security steps should I take to protect my computer?

Online security best practices today include (includes links to resources such as Netsafe & CERT NZ): Use a password manager to keep your passwords safe in one place. Switch on Multi Factor Authentication (MFA) to add an extra layer of security (note – Multi Factor Authentication is already enabled for your InvestNow account, whereby you receive a…

What browsers does InvestNow work with?

InvestNow is designed to work with all the major internet browsers.

Where can I find the available balance of my InvestNow account?

Once logged into your account, the Dashboard page shows you all the key headline information about your portfolio.

I have forgotten my Account details, where can I find this?

All you need is your e-mail address. Visit www.investnow.co.nz and click “Login” in the top righthand corner of the page.   Repeat this at the next stage, and then enter your password. If you can not remember your password, click the “Forgot password?” link and we will send you instructions to reset your password. Alternatively, contact…

I have changed my name, how do I change the name on my InvestNow account?

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: Marriage certificate Updated birth certificate Name change certificate

How often will I receive statements for my InvestNow account?

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…

How do I change my contact details?

To change your contact details follow these steps once logged in to your account. Click the link “1 investor and 1 profile” and it will display a list of the accounts you are a member of. Scroll down to the account you want to update, click the checkbox alongside the name of the account, and…

How do I see my InvestNow transactions?

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.

Can I cancel a transfer of money into or out of my InvestNow cash account?

You can cancel a Withdrawal instruction up until 3.30pm 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 3.30pm of the next business day. You will find your pending Withdrawal on the Pending Instructions tab of the…

How do I make changes to my nominated bank accounts?

To change your nominated bank accounts, follow these steps once logged in to your account: 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…