To join the Sharesies KiwiSaver Scheme, you’ll need to have an existing Sharesies account and be over the age of 18. 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.
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.