Trail Help Center
Go to Trail Limited
All Collections
KiwiSaver & Investments

KiwiSaver & Investments

How to help your client's make the best investment and KiwiSaver decisions

6 articles
Farran Jonker avatarPhoebe Rolfe avatar
Written by Farran Jonker and Phoebe Rolfe

Adding Existing Investment Products to a Profile

Adding and updating your client's current investment products
Farran Jonker avatar
Written by Farran Jonker. Updated over a week ago

Understanding the new KiwiSaver Information Gathering Process

A brand new way to collect information from your KiwiSaver clients and manage them within Trail
Phoebe Rolfe avatar
Written by Phoebe Rolfe. Updated over a week ago

Accessing the Investment Application Editor

To update your client's investment details
Farran Jonker avatar
Written by Farran Jonker. Updated over a week ago

Editing a Client's Investment Products

Adding new and updating existing investment products
Farran Jonker avatar
Written by Farran Jonker. Updated over a week ago

Winning an Investment Advice or Servicing Opportunity

Completing an Opportunity once your client's investments have been updated
Farran Jonker avatar
Written by Farran Jonker. Updated over a week ago

Creating an Investment Servicing Opportunity

What happens when an investment product approaches its anniversary
Farran Jonker avatar
Written by Farran Jonker. Updated over a week ago
Trail Help Center
  • Subscribe to our newsletter
  • Facebook
  • LinkedIn
Intercom logoWe run on Intercom