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Investec Online FAQs

For individuals with an Investec Wealth & Investment (CI) investment account

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This page is for existing Wealth & Investment clients in Guernsey who want help using Investec Online or the Investec App. Here we talk about account security, logging in, changing details and solving problems with your account. 
 

Investec Online FAQs

Here we've answered some common questions we get about Investec Online.

If you have a question that we don't cover, please contact our team, but we'd also appreciate you telling us via our feedback form so we can improve. 

  • Am I automatically opted into Investec Online?

    When you open an investing account, we’ll automatically register it for online access.

    Find out how to activate your account. 

  • Can I change my Investec ID?

    Yes.

    Login to Investec Online and from the menu options, choose 'Update login details' under the Profile and Settings heading. Here you can change your Investec ID to a username that’s more memorable. You’ll need to enter your password to update this.

  • I’m locked out of my account. How do I get back in?

    You can be locked out of Investec Online if you've incorrectly entered your login information three times. To unblock your Investec Online profile call our Client Support Centre:

     

    From Guernsey: 0345 521 8482
    From outside the British Isles and UK: +44(0)203 984 0345

    These numbers are open 8:00 am – 6:00 pm Monday to Friday Guernsey time. 

  • I forgot my Investec Online password, how can I reset it?

    Please call us on the number below, and we’ll be able to verify your identity and reset your password.

    From Guernsey: 0345 521 8482
    From outside the British Isles and UK: +44(0)207 597 4044

    These numbers are open 8:00 am – 6:00 pm Monday to Friday Guernsey time. 

  • What can I do in Investec Online?

    Investec Online provides a user-friendly and secure digital experience, allowing clients to conveniently manage their finances and access relevant information, from anywhere with internet access.

    Key features of Investec Online include:

    • Account overview: Clients can view an overview of their Investec Wealth & Investment (UK) accounts, including their transaction history, and investment portfolio.
    • Investment management: Clients with investment accounts can access investment tools, view performance reports, and make investment decisions.
    • Statements and documents: Users can access and download their statements, tax certificates, and other important documents electronically.
    • Notifications and alerts: Investec Online provides notifications and alerts to keep clients informed about important account activities.

    It's important to note that the features and availability of Investec Online may vary based on the specific jurisdiction and type of account you hold with us.

  • Why can't I see my Online Savings Account in Investec Online?

    Investec Online allows our Wealth Management clients to log in and interact with their accounts with us.

    Investec Online Savings Accounts sit on a separate platform so won’t be visible. Clients with an Online Savings Account receive separate credentials to log in and view their account at https://savings.secure.investec.com/login. 

Need help using Investec Online?

Contact us via the numbers provided between 8:00am and 6:00pm Monday to Friday Guernsey time, or complete the 'Get in touch' form and we'll contact you.

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Investec Wealth & Investment Limited recognises and respects the privacy and data protection rights of individuals with regards to personal data. 
 
We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests. 
 
For more information on how we use personal data, please refer to our Privacy Notice. 
 

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This page is a work in progress. What do you think? It’s part of some new dedicated help webpages designed to make it easier to find what you need. Is there anything you couldn’t find? Please use the feedback form below to let us know.

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Important information

This site does not offer advice and the content and information about potential investments and services are designed for general use, and so cannot be considered personal to your circumstances or your financial position.  Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover the amount you invest.

Investec Wealth & Investment (CI) is a trading name of Investec Wealth & Investment (Channel Islands) Limited, which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment (Channel Islands) Limited is licensed by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law, 2020. Registered address: Unit 2, Upper House, 16-20 Smith Street, St Peter Port, Guernsey GY1 2JQ. (Registered Number 54988). Member firm of the London Stock Exchange.