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WELCOME TO INVESTEC PRIVATE BANKING


GETTING STARTED AND SELF SERVICE TIPS





YOUR GUIDE TO ACTIVATING YOUR ACCOUNT AND GETTING STARTED ON YOUR PRIVATE
BANKING JOURNEY – AS WELL AS USEFUL SELF-SERVICE TIPS FOR INVESTEC ONLINE AND
THE APP.

 * Set up your account
 * Self-service tips

 * Categories
   
   
    * Set up your account
    * Self-service tips



 * Decrypting password protected documents
   
   
   
   HOW TO SHARE A NON-PROTECTED VERSION OF YOUR DOCUMENT
   
   To share a non-password-protected version of your document with a trusted
   party, please use your personal computer to decrypt and print your
   statements. Not all PDF applications on mobile phones can decrypt
   password-protected documents.
   
   Follow these easy steps:
   
   
   
    * Open the document and enter your password to open it
    * Select ‘File’ in the top left and ‘Print’
    * Under ‘Printer’, use the drop down and select ‘Microsoft Print to PDF’
    * Click on ‘Print’ on the bottom left
    * Enter a file name and choose where to save the file
    * Click on ‘Save’
   
    
   
   

 * Increasing your online payment limit
   
   
   
   There are two ways you can access the ability to increase your online
   payments limit once logged into Investec Online. 
   
    1. Select an account from the dashboard, select ‘Update limits’
    2. From the menu, go to ‘My Banking’ and ‘Update limits’
   
   * Only a designated online banker can update limits. You cannot update online
   payment limits from the App.
   
    
   
    * Select an account. The limit applies only to selected account. If you want
      to update limit for another account, you will need to repeat the process.
    * Set limit. Select the individual you want to change the limit for. This
      can be used for multiple user access (MUA).
    * New limit. You can enter the new limit amount in this field.
    * Limit available. This indicates the current limit minus the
      limit utilised.
    * Limit used. This is the calculation of total transactions that make up the
      limit (eg, payments to external accounts, VAS purchases)
    * Temporary or permanent. This shows whether the change in limit is
      temporary or permanent.
      * Temporary limit changes mean that the online payments limit will go back
        to the default limit amount on the first day of every month.
      * We suggest changes made to limits are temporary to provide greater
        security and prevent against possible fraud.
    * After submitting the change of your online payments limit, you will see a
      summary page of the changes.
    * You need to check the box that indicates you confirm and agree to the
      changes.
    * After this, you will receive a second factor authentication to accept the
      change. This could be InApp, USSD or OTP.
   
   

 * Getting stamped account statements
   
   
   
   THROUGH INVESTEC ONLINE OR APP, YOU CAN ACCESS YOUR ACCOUNT STATEMENTS
   CONVENIENTLY AND SECURELY. STATEMENTS ARE ELECTRONICALLY STAMPED WITH OUR
   OFFICIAL BANK STAMP AUTOMATICALLY - SO THERE IS NO NEED TO VISIT AN INVESTEC
   OFFICE.
   
   THE APP
   
    * Log into the App
    * Select 'Manage' from the bottom navigation menu
    * Select ‘Documents’
    * Select the 'Account’ you require statement/s for from the account selector
      at the top of the screen
    * Select which of your statements you want to download or email
   
   INVESTEC ONLINE
   
    * Visit www.investec.co.za and log into Investec Online
    * Select 'Menu' 
      
    * Select ‘Statements & documents’ under ‘My Banking’ 
    * Select the 'Account Number' you require statement/s for 
      
    * Select ‘Download statements’ 
    * Select the date option you would like your statement/s for 
      
    * Click on the ‘Request document’ button 
    * Your account statement will be opened in a PDF format that you can save or
      print

 * Getting your important account documents (tax certificates, travel visa
   letters and reference letters)
   
   
   
   THROUGH INVESTEC ONLINE OR APP, YOU CAN ACCESS THE FOLLOWING DOCUMENTS
   CONVENIENTLY AND SECURELY. DOCUMENTS THAT REQUIRE A BANK STAMP ARE
   ELECTRONICALLY AND AUTOMATICALLY STAMPED WITH OUR OFFICIAL BANK STAMP - SO
   THERE IS NO NEED TO VISIT AN INVESTEC OFFICE.
   
    * Tax certificates are available online for the last five years
    * Account reference letter – you can choose to include your address or
      balance information
    * Travel visa letter - you need to complete your relevant travel
      information. This includes your travel start and end date, country you are
      visiting, address, and if you are travelling alone, with someone or are on
      a sponsored trip. You can also indicate if you need a Schengen visa
      letter.
   
   
   Follow these steps to download:
   
   THE APP
   
    * Log into the App
    * Select ‘Manage’ from the bottom navigation menu 
      
    * Select ‘Documents’
    * Select the 'Account’ you require document/s for from the account selector
      at the top of the screen 
      
    * Select the type of document you require
    * For tax certificates, select the relevant tax year and tap ’Share now'
    * If you need a reference letter or travel visa letter,
      complete the information required and enter the email address you want the
      document to be emailed to.
   
   INVESTEC ONLINE
   
    * Visit www.investec.co.za and log into Investec Online
    * Select 'Menu' 
    * Select ‘Statements & documents’ under ‘My Banking’ 
    * Select the type of document you require
    * If you need a reference letter or travel visa letter, complete the
      information required and enter the email address you want the document to
      be emailed to.

 * Sharing your Investec account details with someone
   
   
   
   THE APP
   
    * Log into the App
    * On the home screen, tap the Investec Account you want to share with
      someone.
      
    * Select the share icon in the top right-hand corner
      
    * A range of options will appear (SMS, WhatsApp, email etc) depending on
      your device
      
    * The recipient will receive the following information: name, account
      number, SWIFT/BIC code, branch name and code
   
   INVESTEC ONLINE
   
    * Visit www.investec.co.za and log into Investec Online 
    * On the home screen, click the Investec Account details you want to share
      with someone
    * Click on the ‘Share‘ icon next to your account 
    * Your account details are copied to a clipboard and you can then paste to
      an email, message or document 
      
    * The following information is copied: name, account number, SWIFT/BIC code,
      branch name and code.

 * Storing your personal documents digitally in My Briefcase
   
   
   
   ‘MY BRIEFCASE’ IS A SECURE DIGITAL STORAGE SOLUTION FOR IMPORTANT DOCUMENTS,
   EASILY ACCESSIBLE FROM INVESTEC ONLINE AND APP.
   
   How to use ‘My Briefcase’
    
   
   You can upload documents into predefined or customised folders by logging
   into Investec Online.
   
   
   
    * Go to ‘Menu’
    * Under ‘Manage’, select ‘My Briefcase’
    * Select or create a folder for your document
    * Select ‘Upload file’
    * Browse your computer to select a document 
   
    
   
   To retrieve a copy of an important document (passports, visas etc) while on
   the go log into the App
   
    * Select ‘Tools’ from the bottom navigation menu
    * Select ‘My Briefcase’ and then the relevant folder 
    * Select the document you want
    * Select 'Download'
    * You can share the document on email ,WhatsApp etc
   
   The storage available in ‘My Briefcase’ is 500MB. You can delete stored
   documents at any time.
   
   
   If you choose to unsubscribe from the service, select the ‘About’ option and
   follow the prompts (please note all saved documents will be deleted).
   
   

 * Temporarily blocking my card
   
   
   
   THE APP
   
    * Log into the App
    * Select ‘Manage’ from the bottom navigation menu 
      
    * Tap ‘Cards’
    * Select the account and then card that you would like to temporarily block 
    * Tap on ‘Temporarily block card’
      
    * Slide to block
    * To reactivate the card, simply tap ‘Unblock card’ 
      
   
   INVESTEC ONLINE
   
    * Log into Investec Online
    * Go to ‘Menu’
      
    * Under ‘My banking’, select ‘Manage cards & accounts’ and then ‘Manage
      cards’
    * Select the account your card is linked to
      
    * Select ‘Temporarily block card’
    * A pop-up will appear asking you to confirm the request
      
    * To reactivate the card, simply follow the same steps and a pop-up banner
      will appear asking you if you want to confirm reactivation

 * Using your Investec Visa card while abroad
   
   
   
   THE APP
   
    * Log into the App
    * Select ‘Manage’ from the bottom navigation menu 
      
    * Tap ‘Cards'
    * Select the account and then card that you would like to activate for use
      while abroad 
    * Select ‘Use card abroad’
      
    * You will be asked to complete the details of your trip (eg dates and
      destination/s)
    * A pop-up banner will appear to confirm travel information 
   
   INVESTEC ONLINE
   
    * Log into Investec Online. Go to ‘Menu’
    * Select ‘Manage cards & accounts’ 
    * Select ‘Manage Cards’
    * Select ‘Use card abroad’, please enter the details of your trip (eg dates
      and destination/s)
      
    * Select ‘Continue’ and ‘Confirm’ to complete.

 * Making a Faster Payment
   
   
   
   THE APP
   
    * Log into the App
    * Select ‘Transact’ from the bottom navigation menu
      
    * Select 'Pay'
    * For beneficiaries and once-off payments, you have the option to make a
      Faster Payment to clear immediately into the beneficiary’s account
    * Select ‘Pay someone new’ or ‘Pay existing’
    * Complete payment details 
    * Toggle on the ‘Faster payment’ option
    * A limit of R250 000 applies and please note the cut off times are: 07h00
      to 22h00 on weekdays and 07h00 to 17h00 on weekends (public holidays are
      excluded)
    * Please note that Faster Payments are subject to an additional and
      irreversible transaction fee (the transaction fee for Faster Payments of
      R3 000 and below is R10 and R40 for Faster Payments over R3 000) 
   
   INVESTEC ONLINE
   
    * Log into Investec Online 
    * Go to ‘Menu’
    * In Menu select ‘Payments’ or select the shortcut on the home page under
      the account name
    * For beneficiaries and once-off payments, you have the option to make a
      Faster Payment to clear into the beneficiary’s account
      
    * Faster Payment appears as a check box
    * A limit of R250 000 applies and please note the cut off times are: 07h00
      to 22h00 on weekdays and 07h00 to 17h00 on weekends (public holidays are
      excluded)
    * Please note that Faster Payments are subject to an additional and
      irreversible transaction fee (the transaction fee for Faster Payments of
      R3 000 and below is R10 and R40 for Faster Payments over R3 000).

 * Buying airtime, data, SMS bundles and prepaid electricity
   
   
   
   THE APP
   
    * Log into the App
    * Select ‘Transact’ from the bottom navigation menu 
    * Tap on ‘Buy’
    * Choose ‘Airtime & bundles’, a service provider and recharge option
   
   Or
   
    * Select the account you wish to use, tap on ‘Buy’ and choose ‘Airtime &
      bundles’, a service provider and recharge option
    * You will receive a confirmation SMS
   
   For ‘Electricity’ purchases, follow the same steps and enter the meter number
   to complete details and verify.
   
   Once completed, you will receive an SMS with the voucher number to enter in
   the meter.
   
   INVESTEC ONLINE
   
    * Log into Investec Online. Go to ‘Menu’, select ‘My banking’ and ‘Buy’
    * Select ‘Airtime & bundles’
    * Select a service and recharge option
    * You will receive a confirmation SMS 
   
   For Electricity
    
   
    * From ‘Menu’, select ‘My banking’ and ‘Buy’
    * Select ‘Electricity’
    * You will need the meter number to complete details and verify
      
    * You will receive an SMS with the voucher number to enter in the meter

 * Download your transactional history
   
   
   
   YOU CAN ACCESS AND DOWNLOAD YOUR TRANSACTIONAL HISTORY ON INVESTEC ONLINE.
   
    * Visit www.investec.co.za
    * Log into Investec Online
    * Select an account and then 'Transactions'
    * You can also go to ‘Menu’ and select ‘Transactions’ under ‘My banking’
    * On the 'View transactions’ screen, you will see four download options on
      the top right
    * Select an option – OFX (Open Financial Exchange), Doc (Word or text
      document), CSV (a spreadsheet with separated values) or XLS (Excel
      spreadsheet)
    * The document will show as a downloaded document at the bottom of the
      screen
    * Open and save the file.
   
   

 * Send confirmation of payment
   
   
   
   YOU CAN SEND A CONFIRMATION OF PAYMENT FROM THE APP OR INVESTEC ONLINE FOR
   PAYMENTS MADE.
   
   THE APP
   
    * Log into the App
    * Select ‘Manage’ from the bottom navigation menu
    * Select ‘Documents’
    * Select ‘Proof of payments'
    * Select the payment you need a confirmation for
    * Complete the information to send a confirmation of payment directly by
      email to your beneficiary or select ‘Use my details’ to send it to
      yourself
    * Select ‘Next’
    * Tap on ‘Request document’ 
   
   INVESTEC ONLINE
   
    * Visit www.investec.co.za
    * Log into Investec Online
    * From the ‘Menu’ select ‘Confirmation of payments’ under ‘My banking’
    * From drop-down options, filter the type of payments and period that you
      would like to see
    * Select the payment you need a confirmation for
    * Complete the ‘Generate confirmation’ information to send a confirmation of
      payment directly by email
    * Select ‘Send’
    * You can also select the ‘Download a proof of payment’ button to download
      and save the document.



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