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Knowledge base
Explore how-to’s and learn about our platform features
New to Investing with SatrixNOW
What are Satrix securities?
Setting up your account
Getting funds into your account
Which Satrix product do I choose?
What is the difference between my SatrixNOW UserID and my Account Numbers?
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FICA requirements for SatrixNOW
What is FICA on SatrixNOW?
What FICA documents are required from me when opening a SatrixNOW account?
SatrixNOW FICA Documents Individuals
How to open an account for my child
SatrixNOW FICA Documents Close Corporations (CC)
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Satrix Investment Plan Clients
Why has my Satrix account moved?
How does the SatrixNOW platform fee compare?
What are the key benefits of SatrixNOW?
How do I transact on SatrixNOW?
How will my cash account work on SatrixNOW?
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Crucial SatrixNOW Documents
Crucial SatrixNOW documents
SatrixNOW - Popular Questions
Can I take my money out of my SatrixNOW account anytime I want?
Can I "opt" to receive paper copies of my equity/share documents on SatrixNOW?
Can proceeds from a Satrix ETF be sent to my credit or debit card?
How will I receive shareholder communications on SatrixNOW?
What price will I receive when I buy/sell SatrixNOW ETFs?
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Dividends and Tax
What is a dividend?
How does the Dividend process work on SatrixNOW?
How can I tell if I am eligible to receive a dividend on SatrixNOW?
Do I receive dividends for the fractional share rights I hold on SatrixNOW?
Capital Gains Tax and your investment
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Depositing Funds on SatrixNOW
How do I deposit funds into my SatrixNOW accounts?
SatrixNOW fund deposit by EFT
SatrixNOW fund deposit by credit card
What reference should I use when depositing funds by EFT?
How do I find my SX number / user ID for use on my TFSA transfer request form?
Withdrawing Funds on SatrixNOW
How do I withdraw funds from a SatrixNOW account?
What is Settled and Unsettled Cash on SatrixNOW?
What is early settlement on SatrixNOW?
How do I verify my bank account on SatrixNOW?
What are 'withdrawable' funds on SatrixNOW?
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Buying on SatrixNOW
How does the share purchase process work using SatrixNOW?
Buying
What forms of payment are accepted on SatrixNOW for ETF purchases?
Are there any limitations to the number of purchases I can make on SatrixNOW each day?
Why is there an "up to" amount displayed under the custom amount when buying ETF shares on SatrixNOW?
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Selling on SatrixNOW
How do I sell instruments I hold on SatrixNOW?
Why can I not sell my entire SatrixNOW ETF holding?
What is Unsettled cash on SatrixNOW?
Recurring Investments on SatrixNOW
What is a Recurring Investment on SatrixNOW
How do I set up a Recurring Investment on SatrixNOW?
How do I setup a Recurring Investment on a minor account? SatrixNOW
How do I edit or remove a Recurring Investment on SatrixNOW?
What do I need to know about debit orders?
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SatrixNOW Tax-free Savings Account
What is a tax-free savings account (TFSA)? SatrixNow
What are the benefits of a tax-free savings account? SatrixNOW
How do I get a SatrixNOW tax-free savings account?
What are my TFSA limits?
What do you mean by limits on an individual basis for my SatrixNOW TFSA?
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SatrixNOW - Unit Trusts
What are Unit Trusts?
What are the benefits of investing in Unit Trusts & how can I buy them?
How can I buy Satrix Unit Trusts?
What is the minimum investment?
How is my investment protected?
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SatrixNOW Retirement Plan
What is the Satrix Retirement Plan (RA)?
What protection do I have within the Satrix Retirement Plan (RA)?
What are the benefits of the Satrix Retirement Plan (RA)?
How do I get a Satrix Retirement Plan (RA)?
How much can I contribute to the Satrix Retirement Plan (RA)? What are my limits?
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Advisers
How do I access my online SatrixNOW account?
How do I get a statement for my client?
I have questions regarding my commission statement?
I need to change a debit order instruction for my client
My client doesn’t want to login and transact on the platform
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Donate for Good
How does Donate for Good work?
Referrals
How do I refer someone to SatrixNOW?
Updates to SatrixNOW Terms and Conditions
Update to Terms and Conditions - 8 July 2016 - Reduction in Settlement Period
Update to SatrixNOW Terms and Conditions - 3 Nov 2016 - Recurring Investment, Debit order functionality
Update to SatrixNOW Terms and Conditions - Nov 2017 - Unit Trusts