Craigs Client Login: Portal, App & How To Guide

If you’ve just signed up with Craigs Investment Partners or are trying to log in for the first time, the process is simpler than most people expect. This guide covers the login steps, fee structure, minimum investments, and how to withdraw money when you need it.

Minimum initial investment (direct shares): $1,000 ·
Minimum initial investment (managed funds): $5,000 ·
Annual management fee (managed funds, typical): 1.0%–1.5% ·
Advisor service fee: $150–$300 per hour ·
Mobile app rating (Apple App Store): 4.6 / 5

6 facts, one pattern: Craigs Investment Partners sets clear minimums and fee ranges, but the exact numbers depend on the account type and services you choose.

How do I log in to the Craigs client portal?

Getting your Client ID and setting a password

• Your Client ID is provided when you become a client or in a recent letter or email (Craigs).
• Go to portal.craigsip.com and enter your Client ID and last name to begin.
• Craigs requires passwords to be at least 8 characters with 1 uppercase, 1 lowercase, and 1 digit (Craigs).
• Validation can be done via text message or email link if a mobile number is on file.

Resetting a forgotten password

• On the login page, click the “Forgot password?” link.
• Follow the email-based reset instructions sent to your registered address.

Troubleshooting login problems

• If you forget your Client ID, use the “Forgot Client ID” flow — it asks for your first name, last name, and email, then sends a reminder (Craigs).
• For mobile app PIN issues, log into the portal, go to Security, and update your PIN (Craigs).

The pattern: Knowing your Client ID and password is the key to accessing all Craigs services.

What are the minimum investment amounts for Craigs Investment Partners?

Direct shares minimum

• The minimum to invest directly in shares is $1,000 (Craigs).

Managed funds minimum

• For managed funds, the minimum is $5,000.

mySTART account minimum

• The mySTART account may have different thresholds; check with your adviser.

What this means: The $1,000 entry for direct shares is low compared to some full-service brokers, but the $5,000 managed-fund floor means you need a larger lump sum to access professional fund management.

How do I withdraw money from my Craigs investment account?

Withdrawal request process for standard accounts

1. Log in to the client portal at portal.craigsip.com.
2. Locate the withdrawal request form under the account services section.
3. Complete and submit the form (you may also contact your adviser) (Craigs).

KiwiSaver first home withdrawal request

• A dedicated KiwiSaver first home withdrawal form is required.
• You need to provide proof of eligibility (e.g., a conditional sale and purchase agreement).

Timelines and restrictions for withdrawals

• Standard withdrawals from managed funds may take a few business days to process.
• Some investments have liquidity restrictions — ask your adviser about notice periods.

The implication: Withdrawals require planning, especially for managed funds and KiwiSaver.

What fees does Craigs Investment Partners charge?

Advisor service fees

• Advisor fees typically range from $150 to $300 per hour or are charged as a fixed fee (Craigs).

Management fees for managed funds

• Management fees on managed funds are usually between 1.0% and 1.5% annually.

Transaction and brokerage fees

• Brokerage fees apply to share trades; the exact rate depends on trade size and market.
• Check the Craigs schedule of fees for current rates.

The catch: Fee structures are transparent but can be higher than DIY platforms.

Can I use the Craigs mobile app on my phone?

Downloading the app from App Store or Google Play

• Search for “Craigs Mobile” in the Apple App Store or Google Play Store (Apple App Store listing).
• Download and install the app — it’s free for clients.

Logging in with Client ID and password

• Use the same Client ID and password you set up for the portal.
• You can set a PIN for faster logins after the first time.

Features of the mobile app

• The app keeps you up to date with portfolio performance, global markets, and research wherever you are (Apple App Store description).
• It has a 4.6 / 5 rating on the Apple App Store.

The pattern: Mobile access is convenient but initial setup may require desktop.

For investors in New Zealand, the choice between managing your own portfolio and paying for professional advice comes down to your confidence and time. Craigs Investment Partners makes it easy to get started with a straightforward login process, a highly rated mobile app, and transparent fee benchmarks. The trade-off is clear: you pay for expertise and convenience, and you get a dedicated adviser and managed fund options. For anyone who wants hands-on support with a reputable firm, the portal login and mobile app remove the friction — just be prepared for the minimums and fees that come with full-service advice.