Easy Equities: A Simple Guide To Getting Started

EasyEquities is an innovative investment platform that allows users to invest in local and international stock markets with ease and affordability. With no minimum amounts, super low fees, and the ability to invest from as little as R5, EasyEquities has made investing accessible to everyone. The platform offers a user-friendly and intuitive interface, making it simple for anyone to get started on their investment journey. Whether you're a seasoned investor or just starting out, EasyEquities provides a wealth of resources, including expert analysis, market trends, and educational content, to help you make smart investment choices. With EasyEquities, you can build a diverse portfolio with shares, crypto, property, and more, all while keeping costs low and returns high. So, if you're looking to grow and protect your wealth, EasyEquities might just be the perfect platform for you.

Setting up an EasyEquities account

There are several ways to fund your EasyEquities account. You can transfer funds via EFT or credit card, using your unique account number as a reference. If you're a Capitec Bank customer, you can also download the Capitec Bank app and add the EasyEquities widget to your home screen. This will allow you to invest directly from your Capitec bank account and save you 20% on brokerage fees across all trades.

Before you can make any investments, you'll need to deposit funds into your EasyEquities account. The minimum investment amount is R5, and there are no minimum amounts for subsequent investments. EasyEquities offers a range of investment options, including local and international shares, crypto, property, and exchange-traded funds (ETFs).

Once you have funds in your account, you can start investing. Simply log in to your account, select "Invest Now", and choose the account you want to invest in. You can then select the type of investment you'd like to make, such as shares or ETFs, and the amount you want to invest. With just a few clicks, you'll become a shareholder. EasyEquities also provides a demo account with virtual money so you can practise investing before using your own funds.

Funding your account

Funding your EasyEquities account is a straightforward process. Firstly, you will need to deposit funds into your account before you can make a purchase. You can transfer funds into your EasyEquities account via electronic funds transfer (EFT) or credit card. Remember to use your unique account number as a reference, which can be found on the deposits page.

If you are a Capitec Bank customer, you can download the Capitec Bank app and follow the steps to add the EasyEquities widget to your home screen. Through the widget, you can link your existing EasyEquities profile or create a new one. You can also practise using a demo account with R100 000 (ZAR) and $10 000 (USD) of demo money before investing with your own funds. Registering your EasyEquities account through the Capitec app will earn you a 20% discount on brokerage fees for any investments you make. You can also invest directly from your Capitec bank account or immediately fund your account using the EasyEquities widget.

EasyEquities allows you to invest from as little as R5, with no minimum amounts, making investing accessible to everyone. You can also save 20% on brokerage fees across all trades, including all shares and Exchange Traded Funds (ETFs) in your ZAR, USD, and tax-free savings (TFSA) accounts.

With EasyEquities, you can easily fund your other wallets by using the inter-account transfer feature to move money from your ZAR account into your TFSA, RA, or international wallets.

Making your first investment

Firstly, you'll need to set up an account. This is a quick process with zero paperwork, and you'll receive an email to confirm your account has been verified. You can then download the EasyEquities app to start investing from anywhere.

Before you can make a purchase, you'll need to deposit funds into your account. You can do this via EFT or credit card, using your unique account number as a reference.

Now you're ready to make your first investment. Log in to your account, select 'Invest Now', and choose the account you want to invest in. You can then select the type of investment you'd like to make, such as shares or ETFs, and the amount you want to invest. You can choose from a range of preselected amounts or enter a custom amount. You can also set up recurring investments or make a once-off investment.

With just a few clicks, you'll be a shareholder. You can then view your investments by selecting 'Account Overview' at any time.

Tax-free and low-cost investments

Investing with EasyEquities is simple, affordable, and accessible. The platform offers a range of investment options, including tax-free and low-cost opportunities, to help you grow and protect your wealth.

A Tax-Free Savings Account (TFSA) is a great way to start your investment journey. It allows you to save and invest without paying taxes on the returns, dividends, or interest earned. With a TFSA, you can invest in Exchange-Traded Funds (ETFs), Baskets, or Bundles, up to a specified annual and lifetime limit. This limit is currently set at R33 000 per year and R500 000 over a lifetime.

ETFs are a popular choice for investors as they provide exposure to a diverse range of securities, such as stocks, bonds, and real estate investment trusts. They are also more cost-effective than actively managed mutual funds. By investing in ETFs through your TFSA, you can benefit from tax-free returns and massive compounding effects over the long term.

To get started with EasyEquities, simply sign up for an account and transfer funds into your TFSA using your unique account number. You can then browse the available ETFs, Baskets, or Bundles and choose the ones that match your investment goals and risk tolerance.

Remember, investing in tax-free and low-cost instruments is a great way to begin your investment journey, but it's always important to consult with a financial advisor to ensure that your investments align with your personal financial goals and risk profile.

Investment options

EasyEquities is an innovative investment platform that allows you to invest from as little as R5. It is a DIY investment platform that does not provide financial advice to its clients. However, it does offer a wealth of relevant information to help users on their investment journey.

EasyEquities offers a range of investment options, including local and international shares, crypto, and property. There are no minimum investment amounts, and the platform features super low fees. You can transfer funds into your EasyEquities account via EFT or credit card, and then select the account you want to invest in. You can also choose from a variety of investment types, such as shares or ETFs, and opt for recurring or one-off investments.

If you're new to investing, EasyEquities offers a demo account with R100 000 (ZAR) and $10 000 (USD) in practice money, so you can get comfortable with investing before using your own funds. The platform also provides a range of resources, including video guides, webinars, and a knowledge base with answers to frequently asked questions.

Additionally, EasyEquities offers customised investment plans through MrPHY, which manages your portfolio while you focus on other aspects of your life. You can also invest in ETFs through the EasyVSTR Hub, which offers a unique platform to find the best ETF for your needs.

Frequently asked questions