Once you've accessed your Share Investor account via Invest, maintain it easily on the FNB App or FNB Online Banking.
1.Fund your account
There are two easy options when it comes to funding your account. Start by logging in on FNB Online Banking or on the FNB App. Set it up once and we will do all the work for you!
Option 1
Fund when you can
- Log in to FNB Online Banking or the FNB App
- Select 'Transfers'
- Complete the required information
Option 2
Fund regularly through a Scheduled Transfer
- Log in to FNB Online Banking or the FNB App
- Select 'Scheduled Transfers'
- Select 'Add'
- Complete the required steps
Note: By transferring funds into your account through option 1 and 2 above, you are only funding your account. Follow the steps under 'Trade on your account' should you wish to invest the available funds.
2.Trade on your account
Option 1
Trade when you can
Online
- Log in to FNB Online Banking
- Select 'Invest'
- Select 'Share Portfolio'
- Select the applicable account
- Select 'Buy or Sell'
- Complete the required information
On the FNB App
- Log in to the FNB App
- Select 'Invest'
- Select 'Share Portfolio'
- Select the applicable account
- Select 'Trade'
- Select your trading option
- Complete the required information
You can view important information about the shares you want to buy before confirming your trade.
3.Access your statements
- Log in to FNB Online Banking or the FNB App
- Select 'My bank accounts'
- Scroll down to Savings and Investments
- Select 'Statement'
4.Account settings
Under account settings you can easily access:
- Your transaction history
- Notifications
- Detailed balances
- Email your statement
Select 'Other' to access Daily indicators, My price alerts and My watchlist.
5.Downgrading or upgrading your account
Should you wish to invest in shares that are not available in your existing investment solution and would like to upgrade or you wish to move to another share investing solution, simply call 087 346 8378 or email shareinvesting@fnb.co.za.
6.Selling shares and withdrawing funds
The selling of shares can be done on your FNB Online Banking or FNB App.
Please follow the easy steps below:
- Log on to FNB Online Banking or FNB App.
- Select Invest and Investment details
- Select Sell option at the below end of the screen
- How would you like to Trade? Please select local
- How would you like to Sell? Please select Lump Sum or Full Sell Out and select continue
- Accept terms and conditions
- Insert the OTP pin or Log on to you FNB App in order to approve the trade
When the cash balances are available in the cash portion of your trading account you can transfer it out to a linked transactional account by making use of the 'Transfer' functionality on the FNB App or FNB Online Banking.
7.Accessing your tax certificates
Tax certificates will be made available annually. You can download your tax certificates each year before you complete your tax return.
Online
Log on to FNB Online Banking > My Bank Accounts > My Accounts Menu > Statements > Tax Certificates.
On the FNB App
The first time you access your certificate on the App: log on > homescreen > Click the '+' icon to add an icon to the homescreen > Tax Certificates. After that log on > home screen > Tax certificates.
8.Transferring your share portfolio from FNB to another provider
Should you wish to transfer your existing share portfolio away from FNB please email your request to transfer out your securities (CSDP transfer) to shareinvesting@fnb.co.za. The transfer support team will contact you within 24 hrs and provide you with further assistance in this regard.
9.Closing your account
To close your account all instruments must be sold, and all cash proceeds transferred to your linked transactional account. If your holdings are currently worth less than R100, they will need to be donated as the brokerage cost would exceed the value of the share. Alternatively, you could transfer the shares over to another service provider should you want to hold the share. All outstanding fees must also be settled before the account can be closed.
If you are transferring your shares to another service provider, the transfer process must be complete prior to account closure. Should you wish to close your account or commence a transfer out please contact 087 346 8378 or email shareinvesting@fnb.co.za.
