My Briefcase

Your important documents as safe and accessible as your money.

Image of a zebra
Image of a zebra

Store and organise all your important documents, for easy access when you need them.

What can you do with My Briefcase?

Upload documents

Uplooad documents that follow the file size and type restriictions into the briefcase.

Find your documents easily

My Briefcase is your personal storage space. You can organise, manage and find your important documents in the easy to use folders. You can also create your own folders.

Your documents are safe

We use the highest standards of security to protect the sanctity of the My Briefcase service.

Exclusive access

You are the only person who can access your briefcase.

Your briefcase is linked to your Investec online profile, so you can only access it through Investec Online or the app.

My Briefcase is currently not available for Investec Wealth & Investment clients in the UK.


  • How do I get My Briefcase on my account?

    If you are a client of the UK Private Bank,  My Briefcase is available to you on Investec Online and the Investec App.

    When you log in to Investec Online or the Investec App, you can subscribe the My Briefcase 

  • Are my documents safe?

    Yes,  we use the same grade of security for your documents as we do for your money.

    And you are the only one who can access your documents.

  • Where can I find My Briefcase

    Use the menu on Investec Online or the Investec App, and you will be able to see the My Briefcase menu item. 

    If you haven't subscribed, click subscribe to start using My Briefcase.

  • What if I don't want to use My Briefcase any more?

    If you no loinger want to use My Briefcase, you can cancel your subscription at any time. 

    To cancel, go to My Briefcase on Investec Online or the Investec App and click 'Unsubscribe'.

    When you unsubscribe, we immediately delete all of your documents. You cannot recover these documents.