Open an account
To open a Sharesies account for yourself, you’ll need to:
be 16 years or older
complete the identity and address verification requirements
top up your Wallet from, and withdraw into, an NZ bank account
provide tax information (if you’re a foreign tax resident, you’ll need to provide a relevant tax identification number (TIN)), and
agree to the Terms and Conditions and Privacy Policy.
Create Kids Account
To create a Sharesies Kids Account for a kid in your life, you’ll need to:
have an active Sharesies account
provide ID of the child (birth certificate, NZ passport, or a certified copy of an overseas passport)
provide the child’s IRD number, and confirm their foreign tax residency (if applicable)
enter a residential address (this doesn’t need to be verified), and
agree to the Sharesies Kids Accounts Terms and Conditions.
You aren’t able to set up trust, company, or joint accounts on Sharesies.
Nature and purpose questions
As part of our anti-money laundering efforts and NZ regulatory requirements, we need to understand the nature and purpose of your investing. We’ll ask you a few questions about how you plan to invest to help us understand this. A best guess is fine!
Your responses won’t affect what you can access on the Sharesies platform, and can be updated any time in Account > Personal details.
Verify your ID
You may need to verify your ID once you deposit over $1,000 NZD into your Sharesies Wallet.