FNB Share Saver Self-Help (2024)

Once you've accessed your Share Saver 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

1. Log in to FNB Online Banking or the FNB App
2. Select 'Transfers'
3. Complete the required information

Option 2

Fund regularly through a Scheduled Transfer

1. Log in to FNB Online Banking or the FNB App
2. Select 'Scheduled Transfers'
3. Select 'Add'
4. 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

Invest when you can

Online

1. Log in to FNB Online Banking
2. Select 'Invest'
3. Select 'Share Portfolio'
4. Select the applicable account
5. Select 'Buy or Sell'
6. Complete the required information

On the FNB App

1. Log in to the FNB App
2. Select 'Invest'
3. Select 'Share Portfolio'
4. Select the applicable account
5. Select 'Trade'
6. Select your trading option
7. Complete the required information

Option 2

Invest regularly through a Scheduled Instruction

1. Log in to FNB Online Banking
2. Select 'Invest'
3. Select 'Share Portfolio'
4. Select 'Share Saver account'
5. Select 'Instruction Maintenance' under History in My Portfolio

Here you can change:

The status of your instruction (suspend or activate)
Your monthly investment amount
Your monthly instruction date
Annual instruction increase
Complete the required information

Invest My Change

Make sure your funds are always working for you by activating Invest My Change. This functionality auto-invests any balances above R300.

This innovative option tells FNB to automatically trade any balance over R300 in your Share Saver account on the 1st trading day of the month. This is perfect for dividends that get paid into your account as we can get them working for you sooner rather than later. All you have to do is enable this function on your account and enjoy stress-free trading as we will do all the work. Alternatively, contact our Service Desk for assistance in activating this function for you.

Activate Invest My Change:

1. Log in to FNB Online Banking
2. Select 'Invest'
3. Select your account
4. Select 'Instruction Maintenance' under History in My Portfolio
5. Enable Invest My Change by selecting YES on the fourth menu item
6. Note: If you have both local and global shares, you will need to tell us how much to trade of each.

4.Access your statements

1. Log in to FNB Online Banking or the FNB App
2. Select 'My bank accounts'
3. Scroll down to Savings and Investments
4. Select 'Statement'

5.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.

6.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.

7.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:

1. Log on to FNB Online Banking or FNB App.
2. Select Invest and Investment details
3. Select Sell option at the below end of the screen
4. How would you like to Trade? Please select local
5. How would you like to Sell? Please select Lump Sum or Full Sell Out and select continue
6. Accept terms and conditions
7. 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.

8.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.

9.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.

10.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.