How to invest in Westpac Active Series?

Westpac customer? You can apply in Westpac One digital banking by following the steps below. If you don’t have Westpac One, call us on 0800 400 600 and we’ll get you set up. 

New to Westpac or under 18? Call us on 0800 400 600 and make an appointment to apply at your local Westpac branch. When you come in, please bring along all required supporting documents  so we can complete your application.

1. Go to Accounts, scroll then go to Open/Apply
   
   
2. Go to KiwiSaver and investments, and select Apply
   
   
3. Under Managed funds go to Apply
   
   
4. Read Things to know, then go to Get started
   
   
5. If we don’t have your email address, we’ll ask you to add it, then go to Next
   
   
6. Choose your fund
   This is where your money will be invested. Select Choose fund
   
   
7. Tell us how you plan to use your Westpac accounts, then choose Next
   
   
8. Check or add your IRD number and your Prescribed Investor Rate, then choose Next
   
   
9. Check your details, read the application terms and Product Disclosure Statement, then go to Agree and submit application.
   
   

Once you've applied.

We’ll let you know if your application is approved or if we need more information from you. Next, we'll set up your Westpac Active Series account in Westpac One. You'll see it on your Accounts screen within a few days.

1. Go to Accounts, then choose Open/Apply
2. Choose KiwiSaver and investments, and go to Apply
3. Under Managed funds go to Apply
4. Read Things to know, then go to Get started
5. If we don’t have your email address, we’ll ask you to add it, then go to Next
6. Choose your fund
   This is where your money will be invested. Select Choose fund.
7. Tell us how you plan to use your Westpac accounts, then choose Next
8. Check or add your IRD number and your Prescribed Investor Rate, then choose Next
9. Check your details, read the application terms and Product Disclosure Statement, then go to Agree and submit application

Once you've applied.

We’ll let you know if your application is approved or if we need more information from you. Next, we'll set up your Westpac Active Series account in Westpac One. You'll see it on your Accounts screen within a few days.

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• More about Westpac Active Series

BT Funds Management (NZ) Limited is the issuer and manager and Westpac New Zealand Limited is a distributor of the Westpac Active Series.

The material on this webpage is provided for general purposes only and is not a recommendation or opinion in relation to the Westpac Active Series. You should not rely solely on the information on this webpage.

Investments made in the Westpac Active Series do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac New Zealand Limited or other members of the Westpac Group of companies. They are subject to investment and other risks, including possible delays in payment of withdrawal amounts in some circumstances and loss of investment value, including principal invested.

None of BT Funds Management (NZ) Limited (as manager), any member of the Westpac Group of companies, The New Zealand Guardian Trust Company Limited (as supervisor), or any director or nominee of any of those entities, or any other person guarantees the Westpac Active Series' performance, returns or repayment of capital.

View the Product Disclosure Statement for the Westpac Active Series or get a copy from any Westpac Financial Adviser.