Common Account Set Up questions

Relevant to

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My email address or telephone number is not being accepted

Please make sure that your email address has no spaces before or after it and do not enter your country dialling code as part of your telephone number.

Do I need a tax number to open an account?

No, you don't. If you do not have a tax number please deselect the tick box and fill out the "reason" field (i.e you're a student etc.)

Do I need to upload documents?

If you are an individual over the age of 18 you do not need to upload any documents when you open an account. Sometimes our automated checks require us to get in touch with you to request certain documents but we'll let you know everything you'll need to submit if we require any further details.

Why do you need my bank account details?

EasyEquities allows you to set recurring investments, in order to do so we'll need to make sure that we have your bank account details. We'll also need your bank account details when you meet those investment goals and are looking to withdraw your money. Asking for them now will just make everything Easy later.

Why do I only have a USD account?

The ZAR, TFSA and RA account types are only available to users who are residents of South Africa and the Common Monetary Area (Namibia, Lesotho and Eswatini)

What does DPIP/FPPO mean?

While registering you may notice a field that asks you to identify if you are a Foreign Prominent Public Official or a Domestic Prominent Influential Persons. If you’re not entirely sure what these terms mean, we’ve unpacked the definitions for you here. 

We need this information from you to help us assess your annual Source of Funds Value.

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