Using your online services account dashboard

Keep track of your tasks and applications

When you log in with RealMe®, you’re taken to your online dashboard – the hub for all your activities on the register.

Whether you’re registering a new Financial Service Provider (FSP) or keeping details of existing FSPs up to date, most transactions or tasks you need to perform start at the dashboard.

Screenshot of the new dashboard showing the sections described above.

The dashboard has 6 key sections

1. Quick links

Use the shortcuts under 'I would like to...' to begin:

  • searching for a financial service provider, or
  • registering an entity or individual.

2. FSP registrations

See at a glance the financial service providers that you have already registered and have authority over.

3. Pending FSP registrations

View new FSP registrations that are awaiting:

  • payment
  • criminal history checks by the Ministry of Justice
  • approval by a regulatory body (the Financial Markets Authority, the Commerce Commission, or the Reserve Bank).

4. Applications saved or under review

See instantly what still needs to be done and keep up to date with the progress of your applications.

Manage and view your unfinished registrations — those where you have saved an application but not yet submitted to us. You can pick up and complete your application from here and submit it for registration.

We review all submitted applications for an entity to register as an FSP. If you submitted an application but it needs to be updated before we begin our review, we will mark those as “Pending your response”. You can edit your application and resubmit it for us to review.

5. Completed steps

In this section you’ll find a list of your completed tasks, such as criminal history checks and payments.

6. Reminders

In this section you’ll find tasks for a number of actions that need to be completed within a specific deadline. For example, we'll add reminders when it’s time to file your annual confirmation and, if applicable, to provide dispute resolution scheme (DRS) membership details. If you’re a financial adviser, you will see reminders to be engaged by a financial advice provider.

If you have confirmed authority to update an FSP’s details on the register, you will see these reminders on your dashboard.

When you select a reminder task we'll take you directly to the online service where you can complete the outstanding action. Once the action has been completed, we'll remove the reminder from your dashboard.

Log in and go to your dashboard

All help topics

Getting started on the register 6 guides

Before you can register as a financial service provider, maintain your details, or use the register, there are a few things you need to know.

Registering a financial service provider (FSP) 9 guides

To register as a financial service provider you must apply online. The process depends on what kind of provider you are — an individual or an entity.

Dispute resolution schemes (DRSs) 2 guides

If you provide financial services to retail clients, you must join a DRS within 10 working days of registering and keep your membership details up to date on the Financial Service Providers Register (FSPR).

Providing licensed or certified services 6 guides

You need to be licensed or certified to provide certain financial services. Find out who to apply to.

Filing an annual confirmation 3 guides

To remain registered as a financial service provider (FSP) you must confirm your FSP's details and services each year. Find out how to file your confirmation online, or to change the month you do it

Managing your registration as a financial service provider (FSP) 7 guides

All FSPs must keep their details on the register up to date. We may deregister your FSP if you fail to meet your obligations.

Deregistration and reregistration 3 guides

You can voluntarily deregister a financial service provider (FSP), or it may be deregistered by the Registrar. In some circumstances you can object to a deregistration, or apply to have the FSP reregistered.

Paying fees and levies 3 guides

If you're a financial service provider (FSP), you pay fees for some transactions, including registration. You also pay levies to the Financial Markets Authority (FMA). There are several ways to pay.

Managing your online services account 6 guides

Your FSPR online services account allows you to keep your FSP's contact and payment details up to date. From your account dashboard you can view and manage outstanding applications and tasks.