Welcome to Investec Private Banking

Your financial world in One Place

  • Accessing your account online

    • Go to www.investec.com
    • Click on the ‘Login’ button (top right hand corner)
    • Enter your Investec ID number, which is either you SA ID number or your passport number if you don’t have an SA ID number
    • Enter your temporary password – you can get your temporary password by calling the global Client Support Centre on +27 11 286 9663 (the password is only valid for one hour)
    • If you need to transact on the account before receiving your Investec Online password, please contact the global Client Support Centre.

     

    Once logged in, you are able to:

    • View all your Investec accounts on a single dashboard
    • Make beneficiary, ad hoc, international or faster payments
    • Transfer funds between Investec accounts instantly
    • View transactions and get online documents like statements, tax certificates, account reference letters or travel visa letters
    • Buy airtime, data or electricity
    • Redeem your Rewards points
    • Manage your card online – view, resend or change your card PIN, view your card details (number, CVV and expiry date), temporarily block and unblock your card or notify us when you are travelling abroad
    • Open accounts online
    • Call, Notice and Fixed-term deposit savings accounts
    • Investec Youth Account: basic transactional account designed for children and young adults
    • UK transactional account: an offshore sterling-based transactional account operated in the UK by Investec Bank plc
    • My Investments: a selection of local and offshore unit trusts and tax-free investments available through a digital platform backed by Investec’s global active investment expertise
    • Online share trading account: no account minimum, no annual administration fee and flat brokerage
    • Apply for and adjust life insurance including severe illness, disability and income protection
    • Access online digital tools to help manage your wealth and life:
    • Budgeting tool
    • Income and spend tracking tool
    • Get a consolidated view of your financial life by viewing all your assets and liabilities in one place
    • Store and retrieve important personal information and documents securely online with Manage my life and My Briefcase tools

     

  • Accessing your account through the App

    • Access your account on your phone or tablet by downloading the free Investec App from the Apple App store or Google Play (search for 'Investec')
    • Enter your ‘Investec ID’, which is either your South African ID number or your passport number should you not be a South African citizen, and your Investec Online password (which will be the temporary password if you’re logging in for the first time).

     

    The Investec App enables you to:

    • Receive in-app messages for all transactions and to authenticate when logging in to Investec Online
    • Pay, add, edit and delete beneficiaries
    • Purchase airtime, data and prepaid electricity
    • Trade JSE-listed shares
    • Apply for life insurance including severe illness, disability and income protection
    • Redeem your Rewards points
    • Manage your Investec cards – view, resend or change your card PIN, view your card details (number, CVV and expiry date), temporarily block and unblock your card or notify us when you are travelling abroad
    • Download documents such as bank statements, proof of payments, visa letters and your tax certificates
    • Contact your Private Banker directly via the App
    • Share your account details with your contacts
  • Getting your card PIN

    Once you have received your new Investec Visa card, you can get your PIN in three ways:

     

    1. Investec Online - log into Investec online and select ‘menu.’ Under ‘my banking’, select ‘manage cards and accounts’, choose your account, click on ‘manage cards’ tab. Click on ‘view card PIN’ to view your PIN on Investec Online or select ‘resend card PIN’ and click on ‘resend card PIN’ to have your PIN sent to you via SMS
    2. Investec App – log into the app, tap on the account the card is linked to and select the ‘card’ option. Select the card you want the PIN for, then select ‘view PIN’ to view your PIN on the app or ‘resend PIN’ to have your PIN sent to you via SMS
    3. Call us – you can contact our 24/7 global Client Support Centre on +27 11 286 9663 or 0860 110 161.

    You will need your card number and card expiry date to get your PIN.

  • Transferring your debit orders

    • To transfer existing debit orders to your Investec Private Bank Account, sign the debit order authorisation form (attached to your Welcome email) and return it to the Debit Order Transfer team on [email protected] or to your Private Banker
    • Please include a copy of a current bank statement reflecting your existing debit orders and indicate clearly on your statement which debit orders you would like us to move.
  • Transferring your salary

    To assist you in transferring your salary deposit to your new Investec Private Bank Account, give the account confirmation letter (attached to your Welcome email) to your HR/payroll department to update your account details.

  • Depositing cash or cheques into your account

    Cash deposits:

    • Cash deposits can be made at any Absa branch
    • The Absa account number to be used is 0104 396 0306
    • Please use your Investec Account number (1001 number) as the reference    

    Cheque deposits:

    •  Investec no longer accepts or processes any cheque deposits. Please contact your Private Banker for alternative options.

For more assistance contact our 24/7/365 global Client Support Centre 

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