How it Works

Created for self-directed investors

Who’s making the investment decisions?

OpenInvest gives you access to leading investment management companies and their extensive resources.

What portfolios can I choose from?

Each investment manager offers four portfolio models from mainly income-focused to more growth-focused.

What types of investments make up the portfolio?

As these are diversified portfolios, they include a range of asset types and investments, from shares to managed funds.

Who administers the portfolio?

OpenInvest handles all administration, transactions, reporting, record keeping, and legal compliance on your behalf.

How do I monitor my investments?

The OpenInvest online portal and mobile app gives you complete control of your portfolio 24 hours a day, 7 days a week.

How can I see what I own?

There's a detailed breakdown of all investments in your portfolio, how much they cost and what they're worth.

How am I kept informed?

Your chosen investment manager will explain how they're thinking, what they're investing in, and why you own what you own.

How much do I pay?

There are no extra or hidden costs. You pay for professional investment management and administration and nothing else.

Click here to calculate your fees and savings.