Now that your Share Saver account is open, simply tell us whether you want to invest locally, offshore or both.
We've made it quick and easy for you to register and open an account online.
Once you've accessed your Share Saver account via Invest, maintain it easily on the FNB App or FNB Online Banking.
It is important to understand all the risks associated with trading and investing and what risk mitigating tools are available to you.
Handy contact numbers and guidelines to get in touch with us.
Start by logging in to FNB Online Banking or the FNB App.
App & Online:
Transferring your existing share portfolio to FNB
Your FNB Share Saver is made up of a handful of specific ETFs. If you hold these ETFs with another provider you can request that these ETFs are transferred to FNB. Email your written request to transfer these ETFs to shareinvesting@fnb.co.za stating that this is a CSDP transfer. The transfer support team will contact you within 24 hrs and provide you with further assistance in this regard.
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
Option 2
Fund regularly through a Scheduled Transfer
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
On the FNB App
Option 2
Invest regularly through a Scheduled Instruction
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:
4. Access your statements
5. Account settings
Under account settings you can easily access:
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:
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.
Key risk measures
It is important to understand all the risks associated with trading and investing and what risk mitigating factors are available to you.
Understanding the risks associated with investing:
Investing your money in the stock market always comes with a degree of risk. It is important that you understand all the risks prior to starting your investment journey.
Read the following article on risks to consider when investing.
Queries
Contact us on 0873468378 (INVEST).
Complaints
Log your complaint via the FNB App > Information > Have your say or via FNB Online Banking > Contact Us +Tools > Contact Us
