Connect Investec to stub

Link your Investec bank or savings accounts so transactions arrive in stub automatically — including several accounts at once.

Basic
This is available on Steady Startup

Connect your Investec accounts and your transactions arrive in stub by themselves — no downloading statements, no retyping.

Only an owner can add a bank account.

Connect your Investec feed

  1. Go to Settings → Bank Accounts.
  2. Click + Bank account. The Add bank account window opens.
  3. Choose Connect.
  4. Select Investec from the bank list.
  5. Enter the credentials Investec asks for.
  6. Approve the request in the Investec app, or with your security key.
  7. Choose the accounts you want to sync.

Investec doesn't have a card in the Apps catalogue — Settings → Bank Accounts is where you connect it.

What Investec asks for

  1. Credentials: your Investec ID and password.
  2. Approval: a push notification in the Investec app, or a security key token.
  3. Accounts: both Private Bank and corporate profiles are supported. Bank and savings accounts can both be connected, and you can connect more than one.

Once you're connected

  1. Click Sync to pull your transactions in — nothing appears until that first sync.
  2. Categorise what arrives — see Categorise bank transactions.
  3. Turn on background sync — see App settings & background sync.

No feed, or it won't connect?

Drop a PDF statement into Files and stub reads the transactions off it. See Upload files to stub.

Last updated 12 Sept 2026