If you decide to make an investment using GoalsGetter, you’ll be asked to apply for an Investment Account. You only need to do this once and this step is necessary for us to set you up as an investor in our system.
You’ll need to provide important information that we're legally obliged to ask in order to verify your identity. Once your identity is verified (which usually takes 1-2 business days) your account will be confirmed and you’re ready to transfer money into your selected funds.
Using GoalsGetter is easy and depending on the path you take (set a goal, just invest or KiwiSaver), it only takes a few minutes to step through and apply for an investment account. Once you’ve applied for an investment account, it takes 1-2 business days to verify your identity (which we’re legally required to do).
After you’ve made your deposit, your new investment will take around 3-4 days to appear in your GoalsGetter account. Once unit pricing (for the day we received your deposit) has been completed (usually the next business day), you'll be 'invested'. You'll be able to see your investment in GoalsGetter the following day.
If you’re transferring to the Nikko AM KiwiSaver Scheme, once your identity is verified, we take care of the transfer for you. It usually takes around two weeks for your KiwiSaver investment to appear on your GoalsGetter dashboard. We’ll email you let you know once we’ve received your transfer.