Step-by-Step Guides

Internet Banking Step-by-Step Guide

 

Step 1

Once you have logged into Internet banking, you’ll see your homepage.

 

Step 2

Simply click on “accounts” on the top menu to bring up a list of your accounts. Select “maturity instructions” – this will bring up a list of your investments.

 

Step 3

From your investment list click on the three orange dots under the “action” heading.

 

Step 4

Clicking on the orange dots will bring up the “setup maturity instruction” tab. Click this option to move to the next screen.

 

Step 5

You will now be able to see all of the information for your current investment including options to reinvest. Simply click on one of the options.

 

Step 6

You will now be able to see which option you have selected with the red box around the investment you have selected.

 

Step 7

Under “reinvestment options” simply click on the right-hand chevron in the box to view a list of options such as “principal” or the “principal + interest” option.

 

Step 8

Under “interest payment details” you will also need to select where you would like the future interest to be paid.

 

Step 9

You will need to review the information agree to the terms and conditions and then select the orange “continue” button

 

Step 10

You will now be able to see all of the reinvestment details that you have selected as part of the process. If you are happy with the information, click the orange “continue” button.

 

Step 11

The final screen will provide you with a summary of your selections for you to confirm. If you are happy with the summary click the orange “done” button.

 

Mobile App - Reinvest

 

Step 1

While viewing your investment details, click "Set Maturity Instructions".

 

Step 2

Click to select your preferred rate and term from the options available.

 

Step 3

On the Product Details screen check you have selected the correct rate and term. Then use the drop-down box to select what amount you would like to reinvest.

 

Step 4

Under Interest Payment Details, use the drop-down box to select which account you would like your future interest to be paid to. Then press "next".

 

Step 5

On the confirmation screen, review your reinvestment information to ensure everything is correct. Once you are happy click "confirm" to save your instructions.

 

Step 6

You will now be shown a receipt of your instructions for reinvestment. Once you have reviewed click "done" to return to your investment screen.

 

Step 7

On your investment screen you will now see a button labelled "Delete Maturity Instructions". If you change your mind, or realise you have made a mistake, you can press this button to delete existing maturity instructions. 

 

Mobile App - Payout

 

Step 1

While viewing your investment details, click "Set Maturity Instructions".

 

Step 2

On the Maturity Instructions Screen use the first drop-down box to select the account you would like your interest to be transferred to.

 

Step 3

Then use the second drop-down box to select the account you would like your principal to be transferred to.

 

 

Step 4

Once you have selected both options, review your choices and click "submit".

 

Step 5

You will now be on the confirmation page.

 

Step 6

Review all details to ensure your maturity instructions are correct. Once you are happy click "confirm".

 

Step 7

You will now be shown a receipt of your pay-out instructions. Once you have reviewed click "done" to return to your investment screen.

 

Step 8

On your investment screen you will now see a button labelled "Delete Maturity Instructions". If you change your mind, or realise you have made a mistake, you can press this button to delete existing maturity instructions. 

 

Mobile App - Delete Maturity

 

Step 1

While viewing your investment details, click "Delete Maturity Instruction".

 

Step 2

A pop-up box will appear asking you to confirm that you would like to delete your instructions. Click "delete" to confirm.

 

Step 3

You will now be shown a receipt confirming the deletion of your maturity instructions. Once you have reviewed click "done" to return to your investment screen.

 

Step 4

On your investment screen you will now see a button labelled "Set Maturity Instructions". From here you can add new instructions for your investment.


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Managing Investments Online

Your Investment Management How-to-Guide