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Linked Accounts on SatrixNOW FAQs 

Discover how to securely link SatrixNOW accounts for shared access, manage permissions, and execute transactions with clear guidance in our comprehensive FAQ guide.

What are Linked Accounts on SatrixNOW?

'Linked Accounts' on SatrixNOW allow account holders to share access to their accounts with other SatrixNOW users they know and trust. This sharing enables different levels of access, including viewing holdings, executing transactions, or both.

How Do I Link My Account to Someone Else to Grant Them Access?

Provide your SatrixNOW account number to the person you want to grant access. They should log into their own SatrixNOW account, navigate to 'My Profile', select 'Associated Accounts' and then set up the link using your account number.

How Do I Link My Account to Someone Else so I Can Access Their Account?

Obtain the account number of the person's account you wish to access. Log into your SatrixNOW account, go to 'My Profile', then 'Associated Accounts', and then click on '+ Link Account'. Enter their account number and choose the access level you're requesting.

How Can I Unlink an Account Linked to Mine?

Log into your account, navigate to 'My Profile', then 'Associated Accounts'. Under the 'Account Access' tab, find the linked account and click 'Revoke Access' to remove it.

How Do I View or Transact on a Linked Account?

Log into your account, go to 'My Profile', then 'Associated Accounts'. On the 'Account Access' tab, select the account you wish to access and click 'Use This Account'. You can view holdings or instruct transactions based on the permissions granted.

How Do I Approve or Decline Transaction Instructions Made on My Account?

If you have 'View and Execute Transactions with Approval' access, you'll receive an email for any submitted transaction instructions. Log into SatrixNOW, navigate to 'My Profile', then 'Associated Accounts', and under the 'Approvals' tab, review and approve or decline pending instructions.

What Access Levels Can I Grant When Linking Accounts?

There are three access levels:

  • View Only: Allows viewing holdings without transaction capabilities.
  • Full Access: Permits viewing and transacting without requiring further approval.
  • View and Execute Transactions with Your Approval: Allows submitting transaction instructions, requiring your approval before execution.

Can I See Who Has Linked to My Account or Whom I've Linked to?

Yes, on your 'Associated Accounts' page under 'My Profile', you can view all accounts you've linked to and those that have linked to your account.

Is Account Linking Mutual?

No, account linking is one-way permission. Having access to someone's account doesn't automatically grant them access to yours.

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Satrix Managers (RF) (Pty) Ltd (Satrix) a registered and approved Manager in Collective Investment Schemes in Securities and an authorised financial services provider in terms of the FAIS. Collective investment schemes are generally medium- to long-term investments. Unit Trusts and ETFs the investor essentially owns a “proportionate share” (in proportion to the participatory interest held in the fund) of the underlying investments held by the fund. With Unit Trusts, the investor holds participatory units issued by the fund while in the case of an ETF, the participatory interest, while issued by the fund, comprises a listed security traded on the stock exchange.

ETFs are index tracking funds, registered as a Collective Investment and can be traded by any stockbroker on the stock exchange or via Investment Plans and online trading platforms. ETFs may incur additional costs due to it being listed on the JSE. Past performance is not necessarily a guide to future performance and the value of investments / units may go up or down. A schedule of fees and charges, and maximum commissions are available on the Minimum Disclosure Document or upon request from the Manager. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Should the respective portfolio engage in scrip lending, the utility percentage and related counterparties can be viewed on the ETF Minimum Disclosure Document. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The index, the applicable tracking error and the portfolio performance relative to the index can be viewed on the ETF Minimum Disclosure Document and or on the Satrix website.

Performance is based on NAV to NAV calculations of the portfolio. Individual performance may differ to that of the portfolio as a result of initial fees, actual investment date, dividend withholding tax and income reinvestment date. The reinvestment of income is calculated based on actual distributed amount and factors such as payment date and reinvestment date must be considered.

*Note exchange prices are delayed in accordance with regional exchange rules.South African prices are delayed by 15 minutes; North American prices are delayed by 15 minutes.