Help Centre
Knowledge Base
System Status
Back to EasyEquities
Submit a ticket
COVID-19 information:
SA Corona Virus
Enter your search term here...
Search
Knowledge base
Explore how-to’s and learn about our platform features
Account Registration
Common Account Set Up questions
Setting up an EasyEquities account for a minor or child
Setting up an account if you're a foreign national
Setting up an EasyEquities account for a Close Corporation
Setting up an EasyEquities account for a Partnership
See all docs
Getting Started
Setting up your account
Getting funds into your account
Making your first investment
About EasyEquities
Our mission
Our story
Our awards
Our platforms
Fees and costs
See all docs
Security & Login
How to keep your account secure
How your cash and investments are protected
Change/reset your password
What happens to my EasyEquities account if I die?
Two-factor authentication
Profile Settings
How do I update my profile?
Transaction Fees settings
Excluding instruments
Activating your account types
Dividend payout preferences
Account details
How do I get a report of my transaction history?
How can I change my bank details?
Verifying your bank details
How do I find my EE number / user ID?
Request or update your username
See all docs
Account Access
When should I call the trading desk?
Why can’t I access my account?
How to clear your cache to update your account information
Deposits
Making a deposit
My deposit is not reflecting
What reference must I use when making a deposit?
Why can't I invest my deposited funds?
How do I get my Proof of Payment?
See all docs
Withdrawals
Withdrawing funds from your EasyEquities account
Why can't I make a withdrawal?
Common international withdrawal questions
When will withdrawn money reflect in my bank account?
What are locked funds?
See all docs
Buying
Buying and investing on EasyEquities
How much money do I need to invest with?
Why can I not buy the entire amount I want of a particular instrument?
What is a buy instruction and how does it work?
Are there specific market hours to invest in?
See all docs
Selling
How do I sell out of an investment?
Why can I not sell my entire holding in a particular instrument?
What is a sell instruction?
Available Products
What can I invest in?
Your different accounts on EasyEquities
Baskets
Bundles
Unit Trusts
See all docs
Pricing
What price do I get when I buy or sell on EasyEquities?
How to view live prices using EasyCredits
Price Alerts
Education & Resources
Where can I learn about investing?
Corporate Actions
What are corporate actions?
What are Initial Public Offerings?
What are dividends, and how/when do I get them?
Non-elective vs. Elective events
Capitec App Widget
Getting funds into your EasyEquities widget
Setting up your EasyEquities widget on the Capitec App
Making your first investment on the EasyEquities widget
How do I withdraw funds from my EasyEquities widget back to my Capitec bank account?
How does the Immediate Buy feature work?
See all docs
Fractional Share Rights
What is a Fractional Share Right (FSR)?
Transfers
How do I transfer my portfolio to EasyEquities?
How much does it cost me to transfer my existing Equity portfolio to EasyEquities?
Are there any tax implications when transferring my equity portfolio from my existing broker to EasyEquities?
How do I transfer my account to another broker-dealer?
Do you provide a share dematerialisation process?
Digital Tokens
What is a Digital Token?
What Digital Tokens are available on EasyEquities?
Can I transfer my Digital Tokens to and from a different provider or exchange?
How does tax work for Digital Tokens?
How are my Digital Tokens protected?
See all docs
Tax
How do I get my tax certificate?
Capital Gains Tax and your investment
Tax Residence
I’m a foreign citizen, do I qualify for a reduced dividends tax rate?
TaxTim
Recurring Investments
How to set up a Recurring Investment?
How to cancel or edit a Recurring Investment
How do I setup a Recurring Investment on a Minor account?
How to move funds into a Minor account for a Recurring Investment?
How can a friend or family member setup a debit order into my EasyEquities account?
See all docs
Order Types
Order Types
Attending an AGM
What you need to attend an AGM
Investing terms
What is the "open market"?
What is a voting right?
What is "the Market"?
What is the Electronic Settlement fee (STRATE)?
GLOSSARY
See all docs
USD account
Will you be adding more shares and ETFs to your EasyEquities USD or AUS account offering?
How do I deposit funds into my EasyEquities USD account?
Why do I need to agree to the US Terms and Conditions?
What reference should I use when transferring funds by SWIFT transfer?
Helpful bank information for SWIFT payments
See all docs
Retirement Annuity
What is the EasyEquities retirement Annuity Fund (Easy RA)?
How do I know that the Easy RA is a legally registered fund?
What are the benefits of the Easy RA?
How do I get an Easy RA?
How much can I contribute to the Easy RA? What are my limits?
See all docs
Preservation Fund
Can I withdraw cash from my preservation fund?
I have retired, what should I do now?
Can I transfer my Preservation Fund to another provider?
How to transfer your Preservation Fund to EasyEquities
Tax Free Savings Account (TFSA)
How do I get an EasyEquities tax-free savings account?
Did the tax-free savings account cost me anything?
What are the benefits of a tax-free savings account?
What is a tax-free savings account (TFSA)?
How much can I deposit in a tax-free savings account? What are my limits?
See all docs
Referrals
Do I get rewarded in any way if I refer a new EasyEquities client?
How do I refer someone to EasyEquities?
The email an invitation to contacts / refer a friend doesn't work ?
Thrive
Thrive
Vouchers
How do I redeem a voucher?
How do I buy or send an EasyEquities voucher?
Can I purchase securities for my friends / family on my account in the form of a gift?
Investsure
What is Investment Fraud Insurance?
When can I claim, how will I know that I can claim and how do I claim?
If I sold all my shares, do I get a refund for the annual premium I paid?
Is Investsure a complicated product?
Do I need to submit any documents to claim?
See all docs
EasyMoney
What is EasyMoney and what can I do with it?
What is EasyMoney and what can I do with it?
Donate for good
Donate for Good