Navigating the EasyEquities Platform
Account Overview
After logging in, you will see Account Overview in the navigation menu at the top of the screen.
You can see the ins and outs of your account here, namely:
- Your holdings can be found below the Holdings navigation tab
- Pending transactions you may have
- Your recent transactions
- The profit and loss gain from your holdings in a rand value and a percentage
Invest Now
Next is the Invest Now tab. Here you can:
- Browse the market
- Filter using different investment types or categories
- Select the product you would like to purchase
Thrive
Next, we have My Thrive. This page shows:
- Activities you need to complete for the month
- Links to helpful FAQs to learn more about Thrive
Refer and Earn
Refer and Earn is a way to share the EasyEquities platform with your friends and family and earn Easy money and other benefits.
Once your referral has created their account and completed their first investment, you will be rewarded with Easy money, which can then be used for your transaction fees.
What do the icons mean?
- You can buy or redeem vouchers via the š icon.
- Your notifications can be accessed by navigating to thešicon.
- Theāicon takes you to our knowledge base (FAQs) and support portal where you will find more resources to help you get the most out of your EasyEquities account.
- Theš¤icon shows a more detailed navigation menu to view more account details such as profile and tax information, access Thrive, manage your account, and update preferences easily.
And that's it in a nutshell! You're on your way to becoming a savvy EasyEquities user.