Account Overview
- View all Investec savings, banking, and investment accounts in a single consolidated dashboard.
- See real-time balances, accrued interest, and maturity dates for fixed deposits.
- Access a "Manage My Finances" view that consolidates your Investec accounts alongside other financial institution accounts for a complete net wealth picture.
Transactions and Transfers
- Transfer funds between Investec accounts instantly.
- Make EFT payments to external South African bank accounts.
- Add, edit, and manage beneficiaries.
- Buy airtime and electricity.
- Send cash to yourself or others using the "Send Cash" feature.
Savings Management
- View and manage your PrimeSaver, SmartRate Plus, Top5 Optimiser, and Fixed Term Deposit accounts.
- Submit notice period instructions for notice accounts.
- Review maturity dates and submit maturity instructions for fixed deposits.
- View interest accruals and projected returns.
Documents and Statements
- Download PDF statements for any period.
- Access tax certificates (IT3b) required for SARS submissions.
- View proof of payment and proof of balance documents.
- Download reference letters and visa letters (for travel).
Security Settings
- Change your password and security questions.
- Manage registered devices.
- View login history to monitor account access.
- Set transaction limits and notification preferences.