Clarity is launching to the wider market (not just Investec Private Bank account holders) in a phased and segmented approach.
You can either link it directly to your Investec Private Bank account, or if you use another bank, follow the steps below.
Investec Private Bank account holders:
If you have an Investec Private Bank account in your name, are over the age of 18 years and are a South African resident, signing up to Clarity is simple and easy, no paperwork required.
Visit our sign-up page https://login.nowclarity.com/auth/welcome
Link your Investec Bank account and confirm your details. After selecting " Yes, I'm a Private Banking client" you will then be directed to a page to login to Investec online. After you login you will have the option to link your Private Bank account, select this option and confirm.
Create your Clarity password and complete the suitability questions
A local and offshore trading account will automatically be created for you to fund and trade.
Clients who are not Investec Private Bank account holders:
You can now sign up for Clarity if you meet the following criteria:
You are over the age of 18 years
You have a valid SA ID number
You were born in South Africa, are a South African Citizen, live in South Africa and are employed in South Africa.
If you meet the above criteria, but do not have a private bank account with Investec, please follow the below steps:
Visit our sign-up page https://login.nowclarity.com/auth/welcome
When asked if you are an Investec Private Banking client, Select "No"
Follow the question screens and provide the required detail. We need this detail for FICA and Security purposes. Please note the following detail is required in order to complete the sign-up process - please check the following list and have the necessary information on hand. Below is the process you will follow to sign up:
Input your ID Number and email address
Input your personal details
You will be sent an email verification link to your email address
Please go to your email and click on the link received. You will be directed to a new tab to sign in.
Confirm your email and password
You will be sent an OTP to your mobile to verify your mobile number. Once you have input this OTP, you continue the account opening journey.
Take a selfie (Using your computer or your phone)
Confirm your personal information is captured correctly, and complete information where/if required.
Input address information and upload proof of address in the format of .jpeg ; .png ; .pdf with a maximum size limit of 5MB. (A list of acceptable forms is provided using the tooltip on the screen)
Input your employment information
Input your tax information – your tax number is required at this point.
Answer the product related questions.
You may leave your application at any point and return to it later.
If you have any questions during sign up, please see detailed help articles here.
Once your Clarity application has been approved, you can log in, fund your account and start trading! See the article "How do I fund my accounts to trade"