MyPlanner - clients. invest-direct. com This is a secure system and you will need to provide your login details to access your account Forgot password? Don’t have an account? SIGN UP Before logging in, please ensure that the URL on the address bar starts with “https” or has a padlock icon
Sign Up - Invest Direct Secure your account, by creating your login and two-step authentication Fill in your personal details and upload proof of identity and a bank statement To get started, you’ll need: Your NZ passport or NZ driver licence A bank statement in your name Your IRD number Your Common Shareholder Number (CSN) if you have one A valid email address
Invest Direct Two factor authentication or 2FA – for extra protection when you log in, a security code is generated in your authenticator app or sent by SMS text message We have a secure identity process over the phone and all calls are recorded
Invest Direct | Sharesight New Zealand 1 – Login into your Invest Direct account 2 – Select My Preferences in the left menu 3 - Click Connect at the bottom of the page 4 - Follow the prompts to connect your trading account to your Sharesight portfolio
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