Account Questions

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…

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.

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.…

When you sell any managed funds the net proceeds of the sale are deposited into your InvestNow Transaction Account. Once there, you can then withdraw those funds by transferring them to your nominated account, or reinvest the monies. To raise a Withdrawal instruction, once logged in click on the Withdrawal  link on the Dashboard and follow…

The Inland Revenue Department (IRD) have a really usefull calculator to help you confirm your correct Prescribed Investor Rate (PIR), available here.

When you create your account you select if you want distributions to be paid in cash or have them reinvested. If you select cash, the distribution is credited to your InvestNow Transaction Account where it is available to be invested or withdrawn. If you select reinvesting, the distribution is reinvested into the same fund that…

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…

Your order will no longer be visible in the Buy & Sell > Pending Instructions page, and the the addition (invest) or reduction (sell) of units will appear in the Holdings page.

You do not need to be an investing expert, but you certainly need to understand some core principles and have the time to do your homework – ensuring that your investing suits your risk appetite, goals, knowledge etc. We do not provide personal financial advice, but we do provide heaps of content and resources that…

There is no minimum amount for deposits into your InvestNow Transaction Account. Minimum investment amount for Managed Funds purchases is $50, when part of a Regular Investment Plan, or $250 for one-off investments