The Jasper Investor Wallet gives you a detailed breakdown of transactions made against your portfolio. It shows:
Money In via - Wallet Deposits, Distributions
Money Out via - Wallet Withdrawals, New Investments
Wallet Balance - Net balance of your wallet after all transactions
Making a one-off deposit
Simply use your bank to send money to your Jasper wallet. Deposits are usually available and will appear in your wallet on the same trading day, however processing times can vary.
You'll find all the details you need for a wallet deposit on the Wallet screen by navigating:
From Portfolio > NZD Wallet (under Holdings), or
Deposit details are located on the right side of the page, including Recipient, Account Number and a unique deposit Reference.
Please ensure that your deposit accurately includes the supplied reference, and is made from your authorised bank account. This information is used to ensure funds are automatically assigned to your Wallet.
Making a wallet withdrawal:
You can withdraw funds from your Jasper Wallet into a verified bank account at any time. You'll find all the details you need for a wallet withdrawal on the Wallet screen, just navigate:
From Portfolio > NZD Wallet (under Holdings), or
Simply input and confirm the amount of money you wish to withdraw from your available wallet balance. We'll notify you when your withdrawal request is completed.
If you have any questions regarding a wallet deposit or withdrawal, please contact your Account Manager directly or email [email protected].