My investment account details

The account summary section displays details that are specific to the account that you have selected.

• Account name(s): displays the full account name of your account.
• Product type: displays the account type you have selected to view.
• Account number: displays the BSB number and account number for your account.
• Current balance: this is your estimated account balance and is not a precise reflection of the current value of your investment. ANZ updates your balance daily, based on the previous trading day. It does not include any accrued management fees owed to ANZ that have not yet been deducted from your investment.
• Available funds: this is an estimate of your current redemption value based on the previous trading day.
  • You can request to withdraw up to the amount shown via ANZ Internet Banking.
  • However, the current redemption value will only be determined at such a time as when you choose to withdraw and subject to the prevailing circumstances on that trading day.
  • It does not include any accrued management fees owed to ANZ that have not yet been deducted from your investment.
  • For more information on how ANZ calculates and updates your estimated account balance, refer to the Product Disclosure Statement.
• Deposits: is the total value of transfers into your ANZ Online Investment Account for the current statement period.
• Download transaction history: allows you to download details of your investment transactions in a CSV file.
• Opening date: the date your ANZ Online Investment Account was opened.

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The investment details section shows your holding of investment units and the latest unit price.

• Investment units: this is the current number of investment units you hold in the ANZ Online Investment Account.
  • It is updated daily and represents the unit holding as at the previous trading day.
• View transaction history: allows you to search for transaction by date range.
• Transfer funds: allows you to deposit or withdraw funds from your account.
• Unit price: this is the estimated dollar value of one investment unit, based on the closing market price from the previous trading day.
  • As such, it serves as only an estimate and does not represent the current value of your investment.
  • For more information on how ANZ calculates and updates your unit holding and the unit price, refer to the Product Disclosure Statement.
• View account details: displays detailed information about your ANZ Online Investment Account.
• Withdrawals: the total value of transfers from your ANZ Online Investment Account for the current statement period.
  • For more information on how ANZ calculates and updates your unit holding and the unit price, refer to the Product Disclosure Statement.

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• The performance of an investment in the Online Investment Account is not guaranteed and can be volatile, particularly in the short term.
• Once the money that you have deposited is invested, it is no longer held on deposit by ANZ. As a result, it is not covered by the Federal Government guarantee or depositor protection under the Banking Act 1959.
• ANZ does not guarantee your investment in the Online Investment Account or the performance of the product or its investments.
• Your investment in the product is subject to a range of investment risks. They include possible delays in the repayment of withdrawals from your investment and loss of income and principal invested.
• ANZ recommends you read the Product Disclosure Statement which is available on the ANZ website before deciding to acquire or hold the product.

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You can view the details of your investment account on this page. This page consists of an account summary and an investment details summary section.

• The account summary includes details on your balances and the date you opened the account.
• The investment details summary shows the investment units allocated and the unit price.

The "Account summary" section displays details that are specific to the account that you have selected from the "Investment accounts" page. The information displayed is:

• Account name: displays the full account name of your account
• Product type: displays the account type you have selected to view
• Account number: displays the BSB number and account number for your account
• Current balance: displays your estimated account balance and is not a precise reflection of the current value of your investment
• Available funds: is an estimate of your current redemption value based on the previous trading day
• Opening date: the date the ANZ Online Investment Account was opened.

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The investment details section shows your holding of investment units and the latest unit price.

• Investment units: this is the current number of investment units you hold in the ANZ Online Investment Account.
  • It is updated daily and represents the unit holding as at the previous trading day.
• View transaction history: allows you to search for transaction by date range.
• Transfer funds: allows you to deposit or withdraw funds from your account.
• Unit price: this is the estimated dollar value of one investment unit, based on the closing market price from the previous trading day.
  • As such, it serves as only an estimate and does not represent the current value of your investment.
  • For more information on how ANZ calculates and updates your unit holding and the unit price, refer to the Product Disclosure Statement.
• View account details: displays detailed information about your ANZ Online Investment Account.
• Withdrawals: the total value of transfers from your ANZ Online Investment Account for the current statement period.

For more information on how ANZ calculates and updates your unit holding and the unit price, refer to the Product Disclosure Statement.

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Current balance: This is your estimated account balance and is not a precise reflection of the current value of your investment.

• ANZ updates your balance daily, based on the previous trading day.
• It does not include any accrued management fees owed to ANZ that have not yet been deducted from your investment.

Available funds: This is an estimate of your current redemption value based on the previous trading day.

• You can request to withdraw up to the amount shown via ANZ Internet Banking.
• However, the current redemption value will only be determined at such a time as when you choose to withdraw and subject to the prevailing circumstances on that trading day.
• It does not include any accrued management fees owed to ANZ that have not yet been deducted from your investment.  

For more information on how ANZ calculates and updates your estimated account balance, refer to the Product Disclosure Statement.

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Deposits can be made to your ANZ Online Investment account in the following ways:

• transfer funds from any ANZ account by using ANZ Internet Banking
• by arranging an automatic deposit
• in person at any ANZ branch
• by arranging electronic credit via another bank or financial institution
• by using another bank or financial institution's Internet Banking
• in person over the counter at another bank.  

Deposits received by ANZ prior to 12.45pm (AEST) on a full share market trading day are generally processed that day and reflected in your account on the following day.

Once the money is deposited in your account and is invested, it is no longer held on deposit by ANZ.

• As a result, the ANZ Online Investment Account is not covered by the Federal Government guarantee or depositor protection under the Banking Act 1959.

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Withdrawals can only be made via ANZ Internet Banking as a transfer to your nominated ANZ account.

• Withdrawal requests received by ANZ prior to 12.45pm (AEST) on a full share market trading day are generally processed that day, with the proceeds of sale being made available in your nominated ANZ account the following day.

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• Deposits to or withdrawals from the ANZ Online Investment Account that are submitted prior to 12.45pm (AEST) on a full share-market trading day are generally processed that day and reflected in your account on the following trading day.
• After 12.45pm (AEST), or at any time on a weekend, public holiday or a partial trading day, such deposits or withdrawals are generally processed on the next trading day and reflected in your account on the next trading day after the processing is done.

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You can get further information about your ANZ Online Investment account as follows:

• Call ANZ Online Investment team directly on 1300 789 223, 8.00am to 8.00pm (AEST) Monday to Friday
• Log on to your ANZ Internet Banking and check the account details and transaction history
• You can visit our ANZ website for more information on how your account works.

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• The performance of an investment in the ANZ Online Investment Account is not guaranteed and can be volatile, particularly in the short term.
• Once the money that you have deposited is invested, it is no longer held on deposit by ANZ. As a result, it is not covered by the Federal Government guarantee or depositor protection under the Banking Act 1959.
• ANZ does not guarantee your investment in the ANZ Online Investment Account or the performance of the product or its investments.
• Your investment in the product is subject to a range of investment risks. They include possible delays in the repayment of withdrawals from your investment and loss of income and principal invested.
• ANZ recommends you read the Product Disclosure Statement which is available on www.anz.com before deciding to acquire or hold the product.

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