Shares
Track holdings and buy additional shares in Self Help.
Open Shares to see your ownership in the SACCO.
Holdings summary
The shares card shows:
- Approved shares — units staff have already confirmed
- Pending shares — purchase requests waiting for approval
- Price per share
- Total value of approved holdings
Share Transactions lists purchases and redemptions with status and dates.
Buy shares
- Tap Buy Shares.
- Review unit price, current shares, savings available balance, and any portfolio limit.
- Self Help shows how many purchasable units you can buy (the lower of balance ÷ price and remaining room under the product maximum).
- Enter the number of shares and check the investment amount.
- Tap Confirm Purchase when ready.
Purchases use your savings balance. New requests stay pending until SACCO officers approve them. You are notified when they are approved, and the units move into your approved total.
If you already have pending shares, Self Help blocks another purchase until those are approved. If you have reached the product portfolio maximum, the form explains that you cannot buy more until the limit allows.
On the purchase screen, Confirm Purchase is the primary action and Back is secondary.
Walkthrough recordings stop before Confirm Purchase so live accounts are not changed.
This walkthrough matches the written guide on this page.
Was this article helpful?
Yes or no only — no name or email.