Welcome our recently migrated Satrix Investment Plan clients.
If you're the type of person who prefers a video-guide to text, please scroll to the bottom of this FAQ to view the 4-minute step-by-step walkthrough video from our Youtube Channel.
We hope to have you online soon and experiencing the ease and simplicity that SatrixNOW will bring to your future investing.
The SatrixNOW onboarding process is a simple three-step process as explained in detail below:
1. ENSURING YOU HAVE YOUR USERNAME
The username is one part of your login credentials and critical for the process.
If you haven't received a username from us, please log a ticket with our client engagement team so that we can verify your identity and help you further.
If you cannot remember your username, click on "Forgot Username" on the login page. Enter the email address we have on file for you, as well as your date of birth, and your username will be emailed to you.
2. PASSWORD RESET
In order to create a password, you are going to use our password reset facility.
To do so, click on this link: Forgot Password
Capture your username in the username cell (as in the image below) and click on the Request new OTP button
You will receive an email with a unique code you will need to input here:
If entered correctly, you will arrive at the password reset screen where you'll need to capture your new password and confirm it in the cell below.
3. COMPLETING ANY IMPORTANT DATA WE MAY REQUIRE ON YOUR ACCOUNT
The next page you land on will have 'We are missing some important data on your account. Please complete the empty fields below and click save when complete' displayed as a header at the top of the screen with a few sections or panels below it.
The sections clients will need to complete include of:
A. Tax Residence information
If we have this already, you won't see this section.
If you see the panel and are registered for tax purposes, please complete:
a. The applicable Tax identification type,
b. The tax number for the chosen type,
c. The country of tax residence,
d. The primary residence button relating to that country.
If the account holder is not registered for tax (ie. minor account),
B. KYC (know your client) fields
These four (4) fields relate to how you earn your income and how you fund your account:
- Source of Income - your primary source of income
- Account Funds - the source of funds from which you fund your account
- Current Earnings Status - how you earn your income
- Income Bank - what approximate amount you earn per annum
Please ensure the information you capture is accurate as it will guide how we conduct any enhanced due diligence we may need to carry out in future.
C. Confirmation of acceptance of Terms and Conditions
Please read through statements 1-5, before clicking on the 'I confirm' block.
D. Saving the page
Once all sections described above have been completed, please click on the light-blue 'Save' button at the bottom of the page.
HOW TO ACTIVATE YOUR ACCOUNT
The video in the frame directly below will walk you through the steps required to activate your account.
HOW TO NAVIGATE THE PLATFORM
Once you've successfully activated your account, you may want to watch this 3-minute video gives you a quick guide on how to navigate the SatrixNOW platform.