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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
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Getting Started
Setting up your account
Getting funds into your account
Making your first investment
What do I need to open an account
About EasyEquities
Our mission
Our story
Our awards
Our platforms
Fees and costs
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Security & Login
How to keep your account secure
How your cash and investments are protected
Change/reset your password
Request or update your username
What happens to my EasyEquities account if I die?
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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?
Update your email address
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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
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 Transfer feature work?
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Discovery Bank
Setting up your EasyEquities account through Discovery Bank (Link/Register)
Getting funds into your EasyEquities account using your Discovery Bank app
Buying & selling shares using your Discovery Bank app
Activating your remaining account types using your Discovery Bank app
Withdrawing funds from your account using the Discovery Bank app
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Telkom Pay APP
Telkom Pay APP – Linking your account
Telkom Pay – Transferring funds
Telkom – Delinking EasyEquities from your Telkom Pay app
Telkom – New to investing
EasyCredit
List of qualifying securities for EasyCredit
How long does an EasyCredit application take to get verified?
What is EasyCredit and how does it work?
Who is eligible to take out an EasyCredit loan?
What documents can I use as proof of income
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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?
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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?
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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?
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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?
Order Types
Order Types
Available Products
What can I invest in?
Your different accounts on EasyEquities
Baskets
Bundles
Unit Trusts
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Pricing
What price do I get when I buy or sell on EasyEquities?
How to view live prices using EasyCredits
Price Alerts
Why do I pay a bundle fee?
Why do I pay a Basket fee?
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
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?
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
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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?
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Attending an AGM
What is a voting right?
What you need to attend an AGM
Investing terms
GLOSSARY
What is "the Market"?
What is the Electronic Settlement fee (STRATE)?
What is a contract for difference (CFD)?
What is Beta?
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BEE Share Option Schemes
SAB Zenzele Kabili Holdings (RF) Limited Verification and investment process
Cryptocurrency and Crypto Assets on EasyEquities
Crypto Assets
What is a crypto asset?
What Crypto Assets are available on EasyEquities?
Can I purchase a fraction of a Crypto Asset?
What risks are involved with purchasing The EC10 Crypto Asset Bundle
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Tax Free Savings Account (TFSA)
What is a tax-free savings account (TFSA)?
What are the benefits of a tax-free savings account?
Funding your TFSA
Investing in your TFSA
TFSA contribution limits: How much can I deposit in my TFSA?
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International accounts
EasyFX
Funding your USD Account
Fund USD Account via Swift Payment
Fund USD Account via an offshore account
What reference should I use when transferring funds by SWIFT transfer?
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Retirement Annuity
What is a Retirement Annuity?
What are the benefits of a Retirement Annuity?
How to activate your EasyEquities RA account
What is the Two-Pot Retirement System?
How do I withdraw from my Savings Pot?
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Preservation Fund
What is a preservation fund?
What are the benefits of a preservation fund?
How to activate your Easy preservation account
When can I withdraw cash from my preservation fund?
Can I make contributions to a preservation fund?
See all docs
Living Annuity
What is a Living Annuity?
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 Rewards
When will my Thrive dashboard update?
Sharing your EasyAcademy Certificate
Vouchers
How do I redeem a voucher?
How do I buy or send an EasyEquities voucher?
EasyMoney
What is EasyMoney and what can I do with it?
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