Activating your EasyRetire Accounts
If you're a South African resident and an EasyEquities client, you automatically have a Retirement Annuity, Preservation and Provident Fund account available to you when you register an account.
To start using any (or all) of the retirement accounts available, you will first need to activate it. This can be done in just a few steps:
- Navigate to the top-left menu (≡) on your Portfolio page
- Select "Add and Manage Accounts" under Account Management
- Tap "Activate New Accounts"
- Under "Activate Your Remaining Account Types", check the confirmation box of the retirement account (RA, Preservation Pres/Prov Fund) you wish to activate, then click "Activate Account"
- You'll be prompted to nominate beneficiaries for the retirement account you're activating (you can add more than one). For more information on beneficiaries and why you need to nominate them when activating your RA, refer to this article.
You'll then find these accounts under the 'Retire' section of your portfolio.