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How do I supply bank statements online?
How do I supply bank statements online?

This article explains how to add bank details to verify your address on the Jasper platform.

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Written by Christian Lambert
Updated over a week ago

To adhere to New Zealand Anti-Money Laundering legislation, we are required to verify the bank account details for where your investment funds are sent to Jasper from and, just as importantly, where you wish your income distributions to be paid too (if different). It’s pretty simple, but in case you get stuck, here are some step-by-step instructions for the main NZ trading banks:

ANZ

  1. Head to ANZ's website and log into your internet banking.

  2. Click on the account you want to view statements for and for which you are sending the investment funds from.

  3. Above your transactions, you'll see a date range. Choose your most recent bank statement and click on the Print icon on the right-hand side.

  4. Print options will pop up. At the bottom left will be a dropdown. Hit save as PDF, choose the destination and click save.

  5. Upload your saved bank statement and attached to your investment application or email it directly to the investor relations team.

ASB

  1. Head to ASB's website and log into your FastNet internet banking.

  2. Click on the account you want to view statements for and for which you are sending the investment funds from.

  3. Above your transactions, you'll see a date range. Choose your most recent statement and then click view on the screen.

  4. Hit the Print button (just above your transactions on the right).

  5. In the preview mode, hit the Print button on the top right.

  6. Print options will pop up. At the bottom left will be a dropdown. Hit save as PDF, choose the destination and click save.

  7. Upload your saved bank statement and attached to your investment application or email it directly to the investor relations team.

BNZ

  1. Head to BNZ's website and log into your internet banking.

  2. Go to the menu (top left of screen)

  3. Choose Documents (4th down on menu)

  4. Select Statements and use the drop-down arrow on the right-hand side

  5. Click on the account you want the statements for and for which you are sending the investment funds from.

  6. Click on the most recent statement you would like to download and a PDF statement will open in another tab

  1. Right-click and choose ‘save as’ and save the statement to PDF on your computer

  2. Upload your saved bank statement and attached to your investment application or email it directly to the investor relations team.

Kiwibank

  1. Head to KiwiBank's website and log into your internet banking.

  2. Go into your accounts and choose the one you want to view statements for and for which you are sending the investment funds from.

  3. Above your transactions, you'll see a date range. Choose your most recent statement and then click search/export options

  4. At the bottom in export dropdown choose Print Friendly (basic PDF)

  5. In view mode, a menu should be available at the top. Click the download button and it will save to your downloads (depending on your computer's settings).

  6. Upload your saved bank statement and attached to your investment application or email it directly to the investor relations team.

Westpac

  1. Head to Westpac's website and log into your internet banking.

  2. Choose the account you want to view statements for and for which you are sending the investment funds from.

  3. Click Download Statements

  4. In the pop-up box choose your most recent statement and click ‘view statements’

  5. Click on the bank statement button which will bring up the PDF.

  6. In this mode a menu should be available at the top. Click the download button and it will save to your downloads (depending on your computer's settings).

  7. Upload your saved bank statement and attached to your investment application or email it directly to the investor relations team.

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