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Setting up your online services account

Create an account to use our online services

You need to have an online services account to access most of the online services on the Financial Service Providers Register (FSPR). There are no joining or maintenance fees and you'll only be charged for some of the services you use.

Terms and conditions

When you create an online services account with us, you're asked to agree to our terms and conditions, which help ensure the information you provide is kept secure. By agreeing to our terms and conditions, you're committing to keeping your information on the FSPR up to date.

Keeping FSP details up to date

Our terms and conditions set out your responsibilities as an online services account administrator and, in particular, managing access to our services by other users of your account.

Terms and conditions — FSPR

1. Ensure you have a RealMe® login

To create an online services account you must have a RealMe® username and password. If you already have a RealMe login from another agency, you can use this to set up your account with us.

What is RealMe? RealMe®

If you already have a RealMe® login

Select the Login button at the top of the page if you already have a RealMe username and password.

Get a RealMe® login

Follow these steps to set up a RealMe login.

  1. Select the Create link at the top of this page.
  2. Select Create a RealMe login and follow the instructions to create a username and password.
  3. After you've created your username and password, select Continue to choose which type of online services account you need.

2. Choose the type of account you need

Once you're logged in to RealMe, you are given 3 options to choose from for your FSPR online services account:

  • I want to set up an account for my personal use.
  • I want to register a new organisation.
  • I have received an activation code.

I want to set up an account for my personal use

Choose this option if you want to set up an online services account to manage your individual FSP registration or the FSP registration for your own companies — for example, companies you're a director of.

Follow these steps.

  1. Enter your personal details, then select Continue.
  2. Read and agree to the terms and conditions, then select Register.
  3. On successful registration you will be taken to the Dashboard.
  4. We then send you an email confirming that your online services account has been created.

Managing payments on the FSPR

I want to register a new organisation

Choose this option if you're creating an online services account on behalf of an organisation. This allows you to add additional users to the account. The organisation's general information and payment options apply to each user associated with your organisation.

The organisation will be shown as the document presenter (including the organisation name and the postal address) rather than the individual user's personal contact details.

Follow these steps.

  1. Enter your organisation's details, then select Contact details.
  2. Enter your personal contact details at the organisation.
  3. Read and agree to the terms and conditions, then select Confirmation.
  4. Select Register.
  5. On successful registration you will be taken to the Dashboard.
  6. We then send you an email confirming that your online services account has been created.

Managing payments on the FSPR

Your role as an online services account administrator

As the person creating an online services account, you become the account administrator, and can add or remove other account users. You can also appoint another user to be an administrator of the account.

Being an account administrator

I have received an activation code

Choose this option if you've received an email containing an activation code. This means an administrator of an existing FSP organisation online services account has begun the process of creating a user account on your behalf.

Follow these steps.

  1. Enter your activation code and select Activate.
  2. Enter your personal details, then select Continue.
  3. Read and agree to the terms and conditions, then select Register.
  4. On successful registration you will be taken to the Dashboard.
  5. We then send an email to you confirming that your online services account has been created.

All help topics

Using the Financial Service Providers Register (FSPR) 4 guides

Get help to search the FSPR, upload documents, set up your online services account and find out what to do if you forget your RealMe® username or password.

Registering a financial service provider (FSP) 11 guides

You can apply online to be a registered FSP. The process depends on what kind of FSP you are — an individual, an entity already registered with the Companies Office, or another entity or body.

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).

Paying fees and levies 2 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.

Applying to provide licensed services 6 guides

You can apply to become an authorised financial adviser (AFA) or Qualifying Financial Entity (QFE), or be licensed to provide other financial services. Find out who to apply to.

Filing an annual confirmation 3 guides

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

Managing your registration as a financial service provider (FSP) 4 guides

All FSPs must keep their details up to date. We may deregister your FSP if you don't comply, but you can reregister in some circumstances. You can also deregister voluntarily.

Managing your online services account 7 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.