Updating your online services account details

How to manage your online services account information

You can update your individual and organisation account details on the online dashboard.

Updating your personal details

When you're logged into your individual online services account, you can update:

  • your name
  • your personal address
  • your email and phone numbers

To update your personal details:

  1. Log in to your online services account.
  2. From the top-right banner menu select your username, and from the drop-down list choose 'My User Details'.
  3. On the 'Your Details' screen, click on 'Change My Details'.
  4. Edit the field you wish to change.
  5. Click 'Save User'.

Managing organisation account details and users

When you create an online services account for an organisation on the FSPR, you automatically become the account administrator.

To manage the users and information for your organisation, you must have:

  • a RealMe® login
  • an online services account with the FSPR

RealMe logins and setting up your online services account 

If you’re an account administrator, you can, on behalf of an organisation, do the following:

Updating organisation account details

To update an organisation’s account information:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. On the 'View Organisation' screen, click on 'Maintain Organisation'.
  4. Edit the fields you wish to change.
  5. Click 'Save Organisation'.

Adding a user to an organisation account

To add an organisation account user:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. On the 'View Organisation' screen, click on 'Add Organisation User'.
  4. Provide the required information for the new organisation user.
  5. Click on 'Create User'.

We'll send the new user an email containing an activation code. The new user must enter this code to activate their account, and complete their registration with us.

Updating details for users linked to your organisation account

To update the details for an organisation account user:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. From the list of organisation users at the bottom of the 'View Organisation' screen, click on the name of the user whose details you wish to update.
  4. On the 'View Organisation User' screen, click on 'Maintain Organisation User'.
  5. Edit the fields you wish to change.
  6. Click on 'Save User'.

Deleting a user from an organisation account

To delete an organisation account user:

  1. Log in to your online services account.
  2. From the top-right banner menu select your organisation name, and from the drop-down list choose 'Manage'.
  3. From the list of organisation users at the bottom of the screen, click on the name of the user you wish to delete.
  4. On the 'View Organisation User' screen, click on 'Delete This User'.

All help topics

Getting started on the register 4 guides

A new financial advice regime came into effect on 15 March 2021 which also brought about changes to the Financial Service Providers Register.

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).

Applying to provide licensed services 4 guides

You need to be licensed 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) 6 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.