Clarity V2

Who can sign up for Clarity by Investec?

Do I need an Investec Private Bank account to sign up with Clarity by Investec?

Can I sign up if I am an Investec Private Banking client?

How do I sign up?

How long does sign-up take?

What information do I need to have ready?

Why do you need my source of funds / source of wealth information?

Why do I need to provide my tax number?

Can I sign up using the website?

Why are there two Clarity apps in the app store?

How can you access Clarity?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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