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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.

Related Post
  1. STANLIB Customer Call Centre Number

    Company : STANLIB Head Office : Johannesburg Industry : Financial Services Service/Product : Asset management…

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.

Additional Generic Procedure

Here are the steps on how to register at STANLIB Online Self Service Portal:
1) Go to the STANLIB website and click on the “Login” tab.
2) Click on the “Register” link under the “New to STANLIB Online?” heading.
3) Enter your personal details, including your name, surname, ID number, email address, and contact information.
4) Create a username and password.
5) Read and agree to the terms and conditions.
6) Click on the “Register” button.

Once you have registered, you will receive an email with a link to activate your account. Click on the link and you will be able to log in to STANLIB Online Self Service Portal.

Here are some tips for registering at STANLIB Online Self Service Portal:
1) Make sure you have all of your personal details ready before you start the registration process.
2) Be sure to create a strong username and password that you will be able to remember.
3) Read and agree to the terms and conditions carefully before clicking on the “Register” button.

Here are the additional information you need to know about registering at STANLIB Online Self Service Portal:
1) You must be a STANLIB client to register for an account.
2) You must have a valid email address and a South African ID number.
3) You must agree to the terms and conditions of STANLIB Online Self Service Portal.
Categories: Facilities
Tags: stanlib.com

View Comments (81)

  • HESSIE JANSE VAN RENSBURG says:
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    Can you please send me my statemants email

  • Mr HO Dutoit says:
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    please sent my IT3(b) Tax Statement Entity no 353314187 Investor Number

  • GE Campbell says:
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    Ref.Unit Trust Tax certificate letter. There is no '.. unit trust investment tile ..'

    • Mrs GE Campbell says:
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      I need my Unit Trust Tax Certificate ASAP.

  • The change that has been made on the way you now access your account is not user friendly, unable to view my statement only see balance.

  • Joan Hepburn says:
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    Please send me Tax Certificates for 2022.
    CPSA A/C JA HEPBURN No 301083

  • Brian Hughes says:
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    T

    is is crap i did type it in are you in a mangrove swamp !!

  • Brian Hughes says:
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    Require TAX Certificate for Stanlib Equity Fund R 60189243

  • BRENDA JEAN RICCI says:
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    please email me my Tax certificate. I logged in to my profile but it was to difficult. my id. 491003006XXXX

  • Samuel Obeng Gaisey says:
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    Please send my Tax Certificate for 2022

  • KWJ Skidmore says:
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    Please send my tax certificate for unit trust No: 126796

  • Ivan Grant says:
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    Please send my 2022 tax certificate

  • Deon Burger says:
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    Please send me 2022 tax certificates
    D C Burger User ID2026206

  • Autata Lesego Lucia says:
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    Please send me tax certificate

  • MATSIDISO says:
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    please send the tax certificate M S MPHAILANE

  • Mathapelo Ntshabeleng says:
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    What's so difficult for stanlib to attend to clients queries am so annoyed by the unethical and unprofessional behaviour of such a big company

  • Mathapelo Ntshabeleng says:
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    Can I please be furnished with my late father's estate unit trust collective investedment balance statement as stated by the court of law.
    Entity number:1378XXX
    Id number:560319573XXXX
    Client:Simon Tseke Ntshabeleng
    Agent Name:Hlapo-SBFC TT
    Agent Number:1004XXX

  • Daleen du Toit says:
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    How do I get hold of previous month's Statements?? I can only get this month's balance.

  • Thelma Harrison says:
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    Please need my Tax certificate to sent with other paper to SARS they need
    as soon as possible. 52197465
    thanks

  • JS van Zyl says:
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    Please send me my latest tax certificate. Investment number: IP0104398.
    Thank you.

  • Margaret Rudolph says:
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    Please send me my tax certificate for account number 55141....

  • Albert D’Offay says:
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    Tax certificates received thank you

  • Anna Seremo says:
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    I received my Tax certificate within a minute. I am so grateful Stan(lib)!!!
    May the good Lord bless you abundantly 1235855

  • E D Coombes says:
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    Please email me statement Investor Number 162720 - E D Coombes

  • Albert D'Offay says:
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    Please emailTax Certificte for 2018, 2019 and 2020 please

  • Mrs MAH Botha says:
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    Please send me my investor statement .investor number 1306427

  • EPO Brandmuller says:
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    PLEASE E-MAIL MY TAX CERTIFICATE FOR 2020-21.MY ACCOUNT NUMBER: 5520014..
    financial adviser code 957196

  • Ahmed Ismail Mayet says:
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    Can you please send me my latest tax certificate for LA4073337

  • S.E MEYER says:
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    PLEASE E-MAIL MY TAX CERTIFICATE FOR 2020-21.MY ACCOUNT NUMBER: 7522XXXX. A VERY INCONVENIENT WAY TO GET YOUR TAX CERTIFICATE IF I MAY SAY SO!

  • NOLA RAYE HAMPSON says:
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    Please email me my Tax Certificate

  • C Egerton says:
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    Please can you sent me my tax certificate Investor number 1303325

  • adriaan lubbe says:
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    Please could you urgently send me a tax certificate.My account number is LA 4027109

  • P Winterboer says:
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    Please send me my 2020-2021 IT3(b) tax certificate. Unable to access on website and didn't receive anything via email

  • MARGARET ROSE HEYLEN says:
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    Please send me my IT3(B) CERTIFICATE for 2020/2021 so that I can do my tax. Paperless system is frustrating.

  • Ian Thompson says:
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    I require my tax certificate for March 2020- Feb 2021 Account No.54724XXX

  • Jacobus Wolmarans says:
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    Unable to access my Tax certificate, could you please e-mail it to me

  • elsa fourie says:
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    Your system does not allow one to print a tax certificate .Does not accept name or ID

  • Grace D Swanepoel says:
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    Please e-mail me my latest statement.

  • Grace D Swanepoel says:
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    Please e-mail my latest statement

  • D.G.Jansen van Rensburg says:
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    Tax certificate is required for the tax year ending 28.2.2021

  • Ronald Casteller says:
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    Ronald Casteller. 24/05/2021
    Please email Tax Certificate for year ending 2021
    Investor Number1249929 ID 501006.......

  • Litonia Nicole Hokins says:
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    entity number 1459944 please help with a tax certificate and my balance please

  • REGINA BOTHA says:
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    ENTITY NUMBER 878015 SENT ME TAX CERTIFICATE PROV TAX 2020-2021

  • STEFANUS GERHARD VOSLOO says:
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    I need to view the current statement of my collective Investment as at 08/02/21.
    The INVESTOR NAME FYNBOSLAND 221 with No .353286257

  • STEFANUS GERHARD VOSLOO says:
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    Kindly forward the particulars of my INVESTMENT in the name of FYNBOSLAND 221 CC, with INVESTOR No.353286257 as at 08/02/21 to my e-mail address today.

  • STEFANUS GERHARD VOSLOO says:
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    I need to view my balance of my STANLIB Unit Trusts on line! The Name of the investor is FYNBOSLAND 221 . No.353286257.

  • Michael Sayers says:
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    Please email my Provisional Tax statement for period 1 March 2020 to 2 February 2021

  • Please send my tax certificate year end Feb 2020. Account number 552057123. Investor No 1387979.

  • Mr. EG DURRA says:
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    E G Durra
    Kindly advise procedure to download monthly stanlib statement
    Account Number: 70068819
    Investor Number: 938066

  • lionel shawe says:
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    please send my tax certificate/statement for period 1/3/2019 to 28/2/2020.

    portfolio no. 523964, investor no. 350230445, lionel shawe

  • Rhoda Raubenheimer says:
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    Please send me my tax certificate for 2019-2020.

    Entity number: 294735

  • Edward Richards says:
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    Please forward my tax certificate
    Investor number: 1136735

  • Mary Brodie says:
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    good morning how does one get Tax certificates?, I have sent 3 emails and still no result.

  • Mr BFA Visser says:
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    Please send me my tax certificate forthis year ending 28 February 2020. My account number is 0053665xxx. Thank you

  • Mrs EH Visser says:
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    Please send me my tax certificate. My account number is 0053254330. Thank you

  • Desrae McKenzie says:
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    After 3 failed attempts at getting a response from Stanlib to my emails.

    Very unprofessional for a organization like Stamlib. You have my mobile number I would appreciate at call or a response to my emails

  • Alphonso van Aardt Smit says:
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    Alphonso van Aardt Smit 5712055029081

    Please send me my Stanlib IT3b Tax Certificate for interest earned for the financial year ending Feb 2020.

    Thank you

  • Anne Keightley says:
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    Please send a tax certtificate of Mrs Anne Keightley - tax no 0560219834

  • Please send me my Tax Certificate for the 2020 Tax Year for numbers:

    60010818
    550002734
    700429982

    I am not having success on your self service portal.

  • N Sumiran says:
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    I need the balance on my investmenet as on 2017. I am not prepared to put his id number and investmenet nr on this public pages.

  • Angus Urquhart says:
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    Please send my IT3(b) certificate as I need to do my taxes. If you are not able to help me, please send me a telephone number to contact. Investor number: 1101854

  • KV LAMPRECHT says:
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    Please assist to obtain a tax certificate for March 2019 - Feb 2020

  • JEFFERY MINNAAR & jACQUELINE MINNAAR says:
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    Please sent me my tax certificate for the period March 2019 until February 2020.
    My entity number is 1357873 AND 1356946 IT3 C AND IT3 B

  • MH Duvenage says:
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    Please sent me my tax certificate for the period March 2019 until February 2020.
    My entity number is 1015439

  • L inda Potgieter says:
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    Can u please provide me with my tax certificate.

    Name : L Potgieter

    No : IPO135826

  • M.J Bands (Mrs) says:
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    Please send me a tax certificate for this tax year ending 29 February 2020.
    My investor nr is 772345 and account nrs are 53275907 and 551964017.

  • Peter Woods says:
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    Please provide me with a Tax Certificate for the tax year ending 2020. Investor number 0551904434

  • L G PASCOE says:
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    Please send 2020 Tax Certificate.
    Investor Number 143154

  • Sassen M
    Please email statement to me
    investor no. 786533

  • MR I.VAWDA says:
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    KINDLY FORWARD MY TAX CERTICFICATE 2020 INVESTOR NUMBER 411573 ACCOUNT NUMBER 700414386

  • C P Pieterse says:
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    I have misplaced my tax certificate. Kindly foreward tax certificate
    CP Pieterse ID 390328500XXXX Money market acc no: 551367XXX. Investor no 7448XX

  • Hester Barnard says:
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    Hester Barnard
    Please send my tax certificate for 2019/2020 to my gmail account
    Investment number LB0001626

  • Anonymous says:
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    Please send my Tax Cert for 2019/2020 to ferreiragerda3 AT gmail.com
    ID 5110080029087

  • I am from a broker house and urgently needs income tax certificate for our client.
    I also need the balance on his investmenet as on 29 Feb 2020.
    Please contact me urgently. I am not prepared to put his id number and investmenet nr on this public pages.

  • J H Hanekom says:
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    Please provide urgently Tax Certificates for the period ended Feb. 2020 iro

    J H Hanekom ID 4908185010089 and

    C M Hanekom ID 5005290017080

  • Anthony Lawrence Rees Gibbs says:
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    My tax certificate was lost in the post. Could you kindly email it to:
    margiegibbs AT gmail.com It would be much appreciated.

    Mr A L R GIBBS ID 330112 5023 084
    Account number: 70084920 Standard Bank Money Market Fund
    Entity number: 944189

    Much appreciated

  • Robbie van der Merwe says:
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    Please forward my tax certificate for 2019-2020
    RE van der Merwe
    Acc nu: 54424558
    Investor nu: 836598
    Contact nu: 079 376 xxxx
    Email: martieuys02 AT gmail.com

  • Please send me my tax certificate for the current tax period. Investors number 1308414

  • Alan Frederick Minnis says:
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    TAX CERTIFICATE was sent to my email but crashed went I tried to download it.
    Please send it again.
    Many thanks
    Name: A. F. Minnis
    Entity No. 431598
    Account No. 604344XXX

  • H.J. VAN DER WESTHUIZEN says:
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    please send me a tax certificate for 2019 on the following investor number: 1248496

  • DM Grimbeek says:
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    Please send me 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. My account number is 551605152. Investor Number is 1254359.

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