Once you've accessed your Global Trader account, maintain it easily on FNB Online Banking and shares.fnb.co.za.
Accessing your account
If you opened your account via 'Invest' on FNB Online Banking you will need to access your account by logging into FNB Online Banking, navigating to 'Invest', 'Share Portfolio', select your account and accept the redirect to shares.fnb.co.za. You will not be required to log in again to the shares.fnb.co.za website.
If you opened your account directly on shares.fnb.co.za you will always login using this web address. You will make use of the username and password you created during the account opening process.
1. Fund your account
Fund your account when using your personal offshore Limit
If you opened your FNB Global Trader account with your personal offshore investment limit, you could fund your account in one of three options below:
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You can make use of your own single discretionary allowance of R1 million per annum and/or
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Apply to SARS for tax-clearance to transfer up to a maximum of R10 million
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You can do a direct deposit if you have an offshore bank account
Option 1 :
Funds are in ZAR.
In order to fund your FNB Global Trader account, you must first fund your FNB Local Trader account
You can find the bank details and BDA account number to fund your Local Trader online by following these steps :
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Visit
https://shares.fnb.co.za
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Log into your FNB Local Trader profile
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Navigate to 'My Portfolio'
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Select 'Manage my cash'
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Accept disclaimer
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Select 'Deposit cash'
You can find your BDA account number by logging in on shares.fnb.co.za and navigating to your dashboard. The BDA account number will appear underneath your portfolio overview next to your account name. When making payments into your account, please use your BDA account number as reference.
Once the funds reflect in your Local Trader account you can proceed with the steps below:
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Visit
https://shares.fnb.co.za
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Select 'My Portfolio' > 'Global Trader'
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Select 'Manage My GTP Cash'
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Accept disclaimer
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Select 'Deposit cash'
Option 2 :
Funds are in a global bank account
You can find the bank details online by following these steps:
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Visit
https://shares.fnb.co.za
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Select 'My Portfolio' > 'Global Trader' > 'Manage My GTP Cash' > 'Deposit cash'
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Select 'I will transfer funds directly to the Global Trader account'
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Deposit funds from your offshore account to the banking details displayed as per your Global Trader account base currency. Use your Global Trader profile number as your reference
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Your Global Trader profile number can be located by selecting 'My portfolio' > 'Global Trader' > 'Global Trader' profile summary' > 'Profile number'. You can find your BDA account number by logging in on https://shares.fnb.co.za and navigating to your dashboard. The BDA account number will appear underneath your portfolio overview next to your account name. When making payments into your account, please use your BDA account number as reference
Fund your account when using FNB's Asset Transfer facility
FNB's Asset Transfer capacity also known as 'Asset Swap' is an investment product that allows investors to gain exposure to selected qualifying foreign instruments. FNB SPM will utilise its 'Asset Swap' capacity to remit the South African investors funds which will invest directly in foreign instrument selected by the South African Investor. Please note restrictions apply.
Please note: Restrictions apply. Funds can only converted via your Local Trader account. Direct transfers into your Global Trader account are not available. Please visit FNB Online Banking or shares website for full pricing guide.
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Visit
https://shares.fnb.co.za
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Navigate to 'My Portfolio' and click on 'Global Trader'
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Select 'Manage my GTP Cash'
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Select 'Deposit cash'
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Select 'FNB Securities will transfer the funds from my Local Trader account to the Global Trader account'
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Complete the template
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Accept the 'Disclaimer' and click on 'Deposit'
2. Trade on your account
Trade on shares.fnb.co.za
Option 1 :
Placing a trade on the shares website
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Visit
https://shares.fnb.co.za
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Navigate to 'My Portfolio' and click on 'Global Trader'
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Select 'GTP Trading > Launch Global Trader'
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Enter the share code under 'Find Instrument'
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Select 'Trade' under 'Product Overview'
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Specify 'Trade Type' (Limit/Market)
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Specify 'Buy/Sell' and enter number of shares
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Specify price and trade duration (e.g. GTC; day order; one week, etc.)
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Select 'Confirm' to place order
3. Account settings
Select 'My Account > Account Maintenance' to access:
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Password changes
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Notifications
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Personal details
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Contact details
Select 'Dashboard' to access :
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Portfolio Overview
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Account Activities
Select ' Market Tools' to access:
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Research
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Watchlists
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Stop Loss
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Quotes
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Index constituents
4. Selling shares and withdrawing funds
The selling of shares can be done on
https://shares.fnb.co.za
Once the shares are settled and the cash is reflecting in the cash component of your investment you can proceed to withdraw.
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Log on to
https://shares.fnb.co.za
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Click on 'My Portfolio'
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Select 'Manage my GTP Cash'
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Select 'Withdraw cash'
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Complete the required fields and submit
5. Accessing your tax certificates
Tax certificates will be made available annually. You can download your tax certificates each year before you complete your tax return. Log on to the Shares website > My Account > My Reports > Statements.
6. Transferring your share portfolio from FNB to another provider
Should you request to have your portfolio moved to another Broker, please email shares@fnb.co.za. Please ensure that your instruction includes the CSDP details of the Broker where your portfolio is being transferred to. The transfer support team will contact you within 24 hours and provide you with further assistance in this regard.
7. Closing your account
To close your account all instruments and cash must first be withdrawn, the account balance must be zero, thereafter please contact 087 346 8378 or email
shares@fnb.co.za
for assistance in closing the account.