If you’d like to update your contact details for an individual account, we can usually do this directly - either send us a chat message from your Invest Direct login, or book a call.
For joint and entity accounts, please complete and sign a Change of Details form and email a clear copy to [email protected].
Important: If you change your address and hold NZ shares or Australian shares on an SRN, make sure to update the relevant registry as well. You should be aware that if there are discrepancies between your contact details and the address held by the share registries, we may be unable to accept orders and there may be delays in settling trades and/or paying funds to your bank account. Mismatched details can cause failed settlements which may result in significant fees, that build daily until the trade settles, that you will need to cover. More information on the registries can be found here.
If you’re changing your address to an overseas one, you’ll also need to send us a completed CRS form.