CRAIGS MOBILE APP FAQS

Keep up to date with the performance of your investments, global markets and the latest research, all on ourCraigs Mobile App.

Mobile app access

How to Login:

  1. Login to the app using the Client ID and password you use to access the Client Portal.
  2. If you can’t remember your Client ID or password, you can click the Forgot Client ID? or Forgot Password? links and follow the prompts.

Create your PIN

Once you have entered your Client ID and password on the login screen, you will be directed to create and confirm a four digit PIN that you will use to access the app when you open it next time.

My Portfolio

My Portfolio provides an at a glance overview of your investment portfolios, including portfolio service and portfolio value. You can click on each portfolio to see a Portfolio Summary.

Portfolio Summary

  • Displayed at the top of the screen is the summary information of the portfolio that you selected on the My Portfolio screen.
  • Select the Holdings tab and you will see listed below your holdings, grouped by asset class e.g. New Zealand Equities, with the percentage weighting of each asset class held within your portfolio.
  • By selecting the down arrow you can see the full list of your holdings within each asset class.

View a Report

  • Displayed at the top of the screen is the summary information of the portfolio that you selected on the My Portfolio screen.
  • Select the Reports tab, choose your report type and end date and select the RUN button.
  • Your report will then be displayed on screen next to the NEW icon.
  • By selecting the report it will open in your default pdf viewer.

Markets

Keep up to date on the latest market data including securities (shares and fixed interest), indices and currencies by selecting Markets from the menu.

Quote Search

  • Search for market data on a specific security (shares and fixed interest), index or currency pairs by entering a search term in the Quote Search field at the top of the Markets screen.
  • Alternatively, Quote Search is available in the main menu or from the Watchlist screen.
  • You will see an automatically populated list of the available market data.
  • Select the security, index or currency of interest and the market details will display. From the Market Details screen you can add an item to your Watchlist by selecting the Watchlist button or see a list of related research by selecting the Research button.

Indices

  • Select the Indices tab on the Markets screen.
  • Here you will see performance data on the top indices and a regional overview of Asia-Pacific, North American and European indices.
  • By selecting the index of interest you can see more detailed market data and add the index to your Watchlist.
  • If there is another index that you would like to search, enter the index name in the Quote Search field at the top of the Markets screen.

Currencies

  • Select the Currencies tab on the Markets screen.
  • Here you will see performance data on the top New Zealand dollar (NZD) and US dollar (USD) currency pairs.
  • By selecting the currency pair of interest you can see more detailed market data and add the currency pair to your Watchlist.
  • If there is another currency pair that you would like to search, enter the currency pair name in the Quote Search field at the top of the Markets screen.

Watchlist

Add securities, indices and currency pairs to your Watchlist and monitor market data of interest.

  • The app Watchlist is paired with the client portal so any updates will also be available when you login to the client portal.
  • Select the remove icon, to remove an item from your Watchlist.

Add an item to your Watchlist

  • To add an item to your Watchlist type a search term (security, index or currency pair) into the Quote Search field at the top of the Watchlist screen.
  • You will see an automatically populated list of the available market data.
  • Select the security, index or currency of interest and the market details will display.
  • Click the Watchlist icon to add the item to your Watchlist.

Research

We monitor major economic trends and keep a close watch on social and political events which can affect both domestic and international financial markets. Our Private Wealth Research team cover all of the major sectors and publish timely, in-depth reports on a range of companies.

Research homepage

  • The Research homepage displays the recent research articles and publications of note from our Private Wealth Research team.
  • Select a research article or publication of interest and it will open in your default pdf viewer.

Search Research articles

Search for research articles on all the companies we follow, with our current view on each, portfolio strategy reports, and a number of other helpful publications.

  • Begin to enter a keyword, e.g. a security, in the Search Research Articles field and you will see an automatically populated list of the securities that our research team have produced articles, reports or publications on.
  • Select your search term and a list of all the articles matching your security will be displayed.
  • Click on a research article or publication of interest and it will open in your default pdf viewer.

Can’t find the help you need?

If your question has not been answered by the guide or these frequently asked questions, please contact our Web Help team by:

email: webhelp@craigsip.com or phone 0800 226 272 (Monday – Friday, 7am – 6pm).