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Online wealth services: tutorials

Step-by-step guidance on how to use our online wealth services for our mobile app, desktop and tablet view.

Tutorial index

Mobile app tutorials

The dashboard

The dashboard provides an interactive consolidated view of your portfolio in one place, including cash and investments for each of your ‘Focus Accounts’.

Payments, transfers, foreign exchange (FX) and standing orders

Tap on the ‘Transact’ button in the centre of the menu. From the’ Transact’ menu, you can make ‘International Payments’, ‘Domestic Payments’, ‘Internal Transfers’, ‘Foreign Exchange Transfers’ and ‘Standing Orders’

Managing payees

Payees can be set up via a payment (see the ‘payments, transfers, foreign exchange (FX) and standing orders’ tutorial) or managed via the ‘Manage Payees’ menu

Request statements and valuations

You can request a statement from the ‘Banking’ screen or a valuation from within the ‘Investments’ screen.

Filter your transactions

You can filter your transactions from within the ‘Banking’ screen.

View your investments

The ‘Investments’ screen provides an interactive all-round view of your portfolio holdings. For ‘Discretionary Managed’ clients, an additional screen details the performance of your portfolio. You can switch between the two using the tab options at the top of the screen.

Document store

Valuations and statements generated in our online wealth services are stored in your ‘Document store’ for easy access and downloading. The ‘Document store’ can be accessed from the ‘Documents’ option in the ‘More’ menu.

Card management

Manage your debit cards with ease in our dedicated card management section from the ‘More’ menu or the cards icon from the ‘Banking’ screen.

Set default account

Set the account that you view most often as the default so it will always be presented first.

Show nil balance accounts

Show nil balance accounts to appear accessible from the ‘Dashboard’ and ‘Investments’ screen.

Contact us

There are a number of options available to contact us, at any time of the day or night. From the ‘More’ menu.

Desktop and tablet tutorials

The dashboard

The dashboard provides an interactive consolidated view of your portfolio in one place, including cash and investments for each of your Focus Accounts.

Payments, transfers, foreign exchange (FX) and standing orders

From the’ Transact’ menu, you can make ‘International Payments’, ‘Domestic Payments’, ‘Internal Transfers’, ‘Foreign Exchange Transfers’ and ‘Standing Orders’. You can also access the ‘Quick Pay’ option via the ‘Banking’ menu.

Managing payees

Payees can be set up via a payment (refer to the ‘payments, transfers, foreign exchange (FX) and standing orders’ tutorial) or managed via the ‘My Payees’ menu.

Request statements and valuations

You can request a statement from the ‘Banking’ screen or a valuation from within the ‘Investments’ screen.

Filter and export your transactions

You can filter or export your transactions within the ‘Banking’ screen.

View your investments

The ‘Investments’ screen provides an interactive all-round view of your portfolio holdings. For ‘Discretionary Managed’ clients, an additional screen details the performance of your portfolio. You can switch between the two using the tab options at the top of the screen.

Document store

Valuations and statements generated in online wealth services are stored in your ‘Document Store’ for easy access and downloading. The ‘Document Store’ can be accessed from the ‘Documents’ menu.

Card management

Manage your debit cards with ease in our dedicated card management section from the ‘More’ menu or the cards icon from the ‘Banking’ screen.

Set default account

Set the account that you view most often as the default so it will always be presented first.

Show nil balance accounts

Show nil balance accounts to appear accessible from the ‘Dashboard’ and ‘Investments’ screen.

Change your password

You can change your password from within the ‘More’ menu. If you have forgotten your password, please contact client services.

Contact us

There are a number of options available to contact us, at any time of the day or night. 

Get in touch

If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.

 

We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

Become a Client

Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

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Contact Us

Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.

 

Or please complete and submit the below form and one of the team will get back to you as requested.

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