How to set up a Tempo Personal account

Setting up your own Tempo Personal account is simple and only takes about 5 minutes.

Before you set up your Tempo Personal account, we recommend you have on hand the following:

To get started all you need to do is the following:

You can add a promo code, a voucher code or adviser code.

We always have some kind of promotion running – you can find out what’s currently available on our promotions and T&Cs page.

The next step is answering a few questions to find out your investor type: cautious, balanced, or adventurous.

Set a direction from one of our goal options. Let us know if you’re going to invest towards an amount or a date. Tell us how much and how often you’d like to invest and we’ll show you how long it’ll take to reach or how much you could end up with.

Next we’ll ask you to read and acknowledge our Tempo Advice Service (TAS) document and Product Disclosure Statement (PDS). The TAS provides details about our advice and how our fees work. The PDS has information about our funds and investing with us.

We'll then recommend a fund mix (portfolio). This is based on your investor type, how long you're planning to invest or how much you'd like to end up with, and your goal plan.

For this next step, you’ll need those documents and details we asked for before you started. We’ll use these to fill out some of the following details to confirm your identity:

The final step is to confirm your identity using Akahu and your bank account details. This ensures you are who you say you are and sets you up to make withdrawals. We’ll ask for one-off access to your name, address, and bank account number. You’ll then go through the following secure steps:

Welcome to Tempo. You’re now ready to start investing! This is just the beginning, so here are a few simple steps to help you stay consistent, build momentum, and make the most of everything Tempo has to offer.