To join the Sharesies KiwiSaver Scheme, you’ll need to have an existing Sharesies account and be over the age of 18; or if you have a kids account that is under the age of 16 you are able to sign up for Sharesies KiwiSaver Scheme on their behalf. If you don’t have a Sharesies account, you can sign up on our website.
Once you have a Sharesies account:
go to Explore > KiwiSaver
answer some questions (what you’re looking to use your KiwiSaver for, and what type of funds you’re interested in)
Create your investment plan
accept the PDS.
If you have a Sharesies Kids account:
Switch profile to the Kids account
Click on “Join our KiwiSaver Scheme”
Verify you are the parent or legal guardian (you can use the birth certificate registration number, or contact us if you need to verify guardianship via a court order, or statutory declaration)
Create the investment plan for your Kid
Accept the PDS and confirm sign up
Sharesies KiwiSaver for 16 and 17 year olds is coming soon; and to sign up you will need consent from the 16 or 17 year old as well as one parent or legal guardian.
Once you’ve signed up, we’ll contact your current KiwiSaver provider and arrange to transfer your funds to your Sharesies KiwiSaver scheme account on your behalf. The transfer can take up to 10 working days.
We’ll also let Inland Revenue (IRD) know that you’ve joined the Sharesies KiwiSaver Scheme. This’ll automatically direct any contributions to your Sharesies KiwiSaver account. You won’t need to take any action with your employer or IRD.
Note that you can only join one KiwiSaver scheme at a time—if you decide to make a change, your full KiwiSaver balance will be transferred.