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Edit your investment plan
Edit your investment plan

Edit your investment plan at any time.

Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Edit your investment plan to add, remove or change a base fund or investments, or change the percentage allocated to each of your picks. You can edit your investment plan at any time.

  1. Go to KiwiSaver > Investments > Your investment plan.

  2. Select Edit to add, remove or change a base fund or picks, or to adjust the percentages allocated to each of your picks.

  3. Select Next > Select this investment plan to confirm your changes.

Any changes you make will only apply to future KiwiSaver contributions you receive. Editing your investment plan doesn’t automatically sell your existing investments.

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