View a Kids Account
Log in to Sharesies.
Select ‘Switch account’ if you’re on desktop, or in Settings if using the app.
Select the child’s name—you’ll be in their Portfolio.
You can manage their investments, top up their Wallet, and update their details (including their prescribed investor rate (PIR) and transfer age) in Settings.
When the child is old enough to take over their account, you can separate the account from yours. This can be requested once the child hits the set transfer date—they’ll need to be at least 18 years old. When the account is transferred, they’ll be the owner of their Sharesies account, have their own login, and manage their own investments.
Transfer money or investments between your Sharesies account and a Kids Account
You can move funds from your Invest Wallet into your child's, or from your child's Invest Wallet into yours.
log in to Sharesies
go to Wallet > Transfer
under From, select the Wallet you're transferring out of
under To, select the Wallet you're transferring into
enter the amount, then review and confirm.
Only settled funds can be transferred. Recently sold shares typically take at least two business days to settle.
You can transfer investments from your Sharesies account to a Kids Account. You can find more instructions for requesting a transfer here. Please note a fee applies for share transfers.
Top up a Kids Account
You can top up a Kids Account Wallet the same way you’d top up your own Wallet. You’ll need to use the child’s unique customer reference when topping up their account. Find this in the Kids Account under Wallet > Top up with bank transfer.
Transfer a Kids Account
Either the adult or the child can request to transfer the account to the child after the transfer date by emailing help@sharesies.co.nz with the following information:
the email address for the account to be transferred to
copy or photo of the child's photo ID (a NZ passport, NZ driver licence, or a certified copy of an overseas passport).
We’ll then email both the adult and the child with confirmation that you’ve started the transfer process. You’ll both need to follow the instructions in the email to complete the transfer process.
You can set an exact transfer date for a Kids Account under Settings > Transfer date.