Investec account

Visit the Investec website and navigate to the "Individuals" section from the main menu.

Click on "What we offer" and select "Private Banking" to access account options.

Choose "Tailor my Solution" then click on "Get Started" to see if you qualify for an Investec account.

Complete the pre-application form by answering questions regarding your employment, income, and other details. Investec Private Banking is designed for individuals who earn a minimum salary of R600,000 per year or have significant assets to manage. This step is crucial to ensure you meet the criteria for their exclusive services.

If you qualify, proceed by filling in your personal information, including your name, ID number, and contact details.

Upload the required documents, such as proof of identification (South African ID or passport for non-residents), proof of employment or income (recent payslip), and three months of bank statements.  Foreign nationals may also need to provide a valid residency permit or work permit, depending on their status.

Set up secure login credentials by creating a username and password, ensuring that your account remains safe and accessible only to you.

Review the information provided, agree to the terms, and submit your application.

Once approved, a bank representative will reach out to you to confirm activation and address any additional steps. You can choose to receive this confirmation via email, phone, or through your relationship manager.

Use the Investec website to find the nearest branch using the branch locator tool.

Gather the required documents, including your ID or passport (for non-residents), proof of residence (such as a recent utility bill), and proof of income (recent payslips or bank statements). Foreign nationals may also need to provide a valid residency permit or work permit, depending on their status.

Visit the nearest Investec branch during business hours to begin the account opening process.

Speak to a consultant about opening an account. The consultant will first guide you through the qualification process, ensuring you meet the criteria for Investec's Private Banking services, which are designed for individuals earning a minimum salary of R600,000 per year or those with substantial assets to manage.

Once you qualify, the consultant will guide you through the available account options and help you choose the one that best fits your needs.

Provide your documents for identity verification and complete the necessary application form.

Once the account is opened, the consultant will help set up online banking access, including creating secure login credentials.

This process ensures that clients can easily access Investec's premium banking services, whether applying online or at a branch.

Visit the Investec website and click on the "Login" button located at the top-right corner of the homepage.

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

Click on the "Login" button to proceed.

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 authenticated, you will be directed to your personal account overview page where you can create your permanent password for future use and view balances, make transfers, and manage your investments and other banking activities.

After completing the registration process, visit the Investec website and log in using the username and password you created during the registration.

You will receive a verification code via SMS or email. Enter this code in the designated field to confirm your identity and complete the initial activation step.

A bank representative will reach out to you to verify your account details and finalize the activation process. This ensures all the information provided is accurate and allows for any additional questions or requirements to be addressed.

Once all verification steps are complete, you will receive confirmation that your account is activated. You can choose to receive this confirmation via email, phone, or through direct communication with your relationship manager.

After activation, you will have full access to all features of your Investec online banking account, including managing finances, making payments, and accessing investment services.

Start by informing Investec of your intention to close your account. You can do this by visiting a branch, calling customer service, or using the bank’s online banking platform.

Ensure that all automated payments, deposits, and scheduled transactions linked to the account are either cleared or redirected.

Move any remaining balance to another account before finalizing the closure. This can be done through online banking, a branch visit, or ATMs.

Indicate to the customer service representative that you wish to close your account. They may require identification documents for verification.

Safely dispose of any associated cards or sensitive documents to prevent unauthorized access.

Verify with the bank that your account closure request has been completed. Request confirmation in writing if possible for your records.

For a few months after closing, check for any unexpected charges or transactions that may appear in case of delays or pending items.

Visit the Investec Online login page.

You can reset your password on Investec Online using the QuickPass feature. From the login page select ‘Having trouble logging in?’ where you will be prompted to enter your QuickPass.

Provide your QuickPass when prompted. If you haven’t saved a QuickPass previously, go to the menu on Investec Online and save it for future use.

Once authenticated, enter a new password following the security guidelines provided.

Confirm your new password, which will be saved, enabling you to log in using the updated credentials.