Investec Online FAQs

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

A person uses their smartphone to login to their account
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?

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