View Statements & Tax Certificates Online : stanlib.com

Name of the Organization : STANLIB
Type of Facility : View Statements & Tax Certificates Online
Location : Johannesburg
Website : https://stanlib.com/

What is STANLIB Online Self Service Portal?

** STANLIB Online is a self service portal that allows you to actively view and manage your clients’ investments.
** As a financial adviser you can complete several transactions on STANLIB Online.

Related / Similar Service : STANLIB Customer Call Centre Number

STANLIB Online Services

We have listed details of these below :

** View investment details
** View statements and tax certificates
** Generate and view investment graphs for their portfolio for example Asset Allocation, Sector Allocation, Top Holdings and Performance graphs
** View welcome packs for new investments
** Purchase more units in their existing unit trust funds
** Switch units out of one fund and into another unit trust, and

How To View Statements & Tax Certificates Online?

** Create a form that already includes their details that can be used to send instructions to STANLIB for example switches, repurchases, additional investments, ATM linking, investment updates, should they not wish to or are unable to complete this online

Financial advisers are able to view statements and reports including :
** View clients’ investment details
** View clients’ statements and tax certificates
** Generate and view clients’ investment graphs on the clients’ portfolio for example Asset Allocation, Sector Allocation, Top Holdings and Performance graphs

** View welcome packs for new clients’ investments
** View anniversary letters for clients
** Subscribe clients to various publications
** View consolidated reporting on their clients

Note :
** If at any time you experience any problems or have any questions please call us on 0860 123 003 (office hours) or email us on contact AT stanlib.com with your questions. We are always looking to improve our services to you.
** Please let us know if you have any suggestions or ideas.

Contact Address

17 Melrose Boulevard,
Melrose Arch,
2196

Some Important Information From Comments

Comments:
1. What’s so difficult for STANLIB to attend clients queries? I am so annoyed by the unethical and unprofessional behaviour of such a big company.

2. After 3 failed attempts, I got a response from Stanlib to my emails.Very unprofessional for a organization like STANLIB.

3. Your system does not allow one to print a tax certificate and it does not accept name (or) ID.

4. I need the balance on my investment as on 2017. I am not prepared to put his ID number and investment number on this public pages.

5. I want my tax certificate. When I tried to print, It is asking password which I cant remember ever having. I have the notification but need to print it.

FAQ On STANLIB Online Self Service Portal

Here are some general frequently asked questions (FAQs) about STANLIB’s Online Self Service Portal

Q: What is STANLIB?
A: STANLIB is an investment management company based in South Africa that offers a wide range of investment products and services, including unit trusts, retirement funds, and other investment solutions.

Q: What is the STANLIB Online Self Service Portal?
A: The STANLIB Online Self Service Portal is a web-based platform that allows STANLIB clients to access their investment portfolios and manage their investments online. It provides convenient and secure access to various investment-related information and services.

Q: How do I access the STANLIB Online Self Service Portal?
A: To access the STANLIB Online Self Service Portal, you may need to register for an account with STANLIB and obtain login credentials. Once registered, you can log in to the portal using your username and password through the STANLIB website or a designated portal website.