How to connect your Investec account(s) to stub

Connect your Investec account(s) to stub

Bank with Investec? Connect your Investec account(s) straight to stub, and your transactions sync in on their own - no exports, no uploads, no month-end scramble. You can connect bank or savings accounts. There are two ways to do it. Pick either.

Option 1 · Connect from Finance settings

1. Log in to stub and open your business.
2. Open Settings. In the left-hand sidebar, click Settings.
3. Click Finance.
4. Add a bank account. Under Bank accounts, click + Bank account.
5. Select Investec from the list of banks.
6. Click Connect. Follow the on-screen prompts to complete Investec's secure login.
7. Choose your account and grant permission to sync.

Option 2 · Connect from Apps

1. Log in to stub and open your business.
2. Open Settings, then click Apps.
3. Find the Investec tile. Under Discover, click Investec.
4. Click Connect. Follow the on-screen prompts to complete Investec's secure login.
5. Choose your account and grant permission to sync.

You're connected. Now what?

Click Sync to pull your transactions in. Then head to Sales and Expenses and start categorising - that's what lets stub show you exactly where your money's coming from, and where it's going.

Secure. Synced. Sorted.