MAS text for balance service

If you have a New Zealand mobile phone number, you can choose to receive your investment account balance(s) at the end of each month by text, for free. This service is available for the MAS KiwiSaver Scheme, MAS Retirement Savings Scheme and MAS Investment Funds (MAS Schemes).

How to register

Text the following keywords to 3118:

  • INVEST to opt-in to this service. You will then be asked to reply to this text confirming your MAS Member Number.
  • BAL to get your balance(s) on demand (available one business day after you join)
  • STOP BAL to opt-out of this service at any time.

To ensure your privacy the texts you receive will not include any personal details. 

FAQs

When will I receive my monthly text?

You will usually receive a text on the fifth business day of each month (around 11 a.m.). This will give your account balance as of the last business day of the previous month. 

How current is the balance reported?

The text will include the date it is valid for. This may differ from what is reported in the MAS Investor Portal or the Member section of the MAS Member Portal.

How many members can be associated with a mobile phone number?

A single mobile phone number can be associated with multiple members – if that mobile phone number matches our records for each member. A separate registration needs to occur for each member and a separate text will be sent for each registered member. 

Please also refer to a later question on how the service works for different types of MAS Scheme accounts.

Can I change the mobile number I have registered for the service?

Yes. If you wish to change the mobile phone number that we send the text to, email us or call 0800 800 627. Changes will usually take effect within 24 hours. 

Can I choose which MAS Scheme balance(s) I want to receive?

By registering to the text for balance service, you will receive the balance(s) for any MAS Scheme you are invested in with the Member Number you use to register.

Can I use the service for different types of MAS Scheme accounts I have with MAS?

Yes, the text for balance service is available to individual, joint and entity (such as trusts and companies) account types across all MAS Schemes.

For joint accounts, 2 individuals can be registered for this service and each individual will need to use their own individual MAS Member Number.

For entity accounts, only one mobile number can be registered on each account and the person using the service will need to use the entity Member Number (not their individual Member Number).

Members who register to use the service for individual accounts will receive multiple balances on a single text message if the member has more than one MAS Scheme and/or account type.

Terms and conditions

By opting in to receiving your investment balance by text and/or texting INVEST to 3118 and confirming your MAS Member number, you agree to the following terms and conditions:

  1. You are registering to receive an automated text once a month with the balance of your MAS Scheme(s) with Medical Funds Management Limited.
  2. You may at any time receive your balance(s) when you text the word BAL to 3118.
  3. All standard data rates apply to text messages sent to MAS. These can be confirmed with your telco provider. 
  4. All text messages sent to you are at the cost of MAS.
  5. MAS reserves the right to apply a charge to all investment balance(s) text messages sent to you. If we do so, we will give you at least 30 days' notice and you may opt out of the service. 
  6. You may opt-out at any time by texting STOP BAL to 3118. This will remove your mobile phone number from the service. If more than one Member Number has been registered for the service using your mobile phone number, the service will stop for all the registered Members. You can re-register a particular Member Number by texting INVEST to 3118.
  7. MAS does not accept any responsibility or liability whatsoever beyond these terms and conditions. 
  8. MAS reserves the right to vary any of these terms and conditions at any time without providing notice (unless stated otherwise).

Medical Funds Management Limited is the issuer of MAS Investment Funds, the MAS KiwiSaver Scheme and the MAS Retirement Savings Scheme (the Schemes). A copy of the Product Disclosure Statement (PDS) for each Scheme is available at the links below:

MAS KiwiSaver Scheme

MAS Retirement Savings Scheme

MAS Investment Funds

If you would like to talk to a MAS adviser, phone 0800 800 627 or email info@mas.co.nz.