Your Guide to DBS digibank (Wealth)
Stay in control and experience the convenience of conducting your banking transactions, managing your wealth and investments, anytime and anywhere.
- Access your Wealth Portfolio
- Access your wealth portfolio to manage your wealth easily on DBS digibank.
- Manage Multiple Portfolios
- If you have multiple portfolios, you can keep track of them using a single login and deep dive into each portfolio for more details.
- Track Corporate Account Portfolios
- Learn how you can keep track of the portfolios that you are managing easily on DBS digibank.
- View Portfolio Transaction History
- View the list of pending and settled transactions of your Portfolio easily on DBS digibank.
- View Portfolio Holdings
- Learn how you can access the list of holdings held in your Portfolio easily on DBS digibank.
- View Portfolio Allocations
- View your existing portfolio allocations to assist in creating your own diversified balanced portfolio.
- Portfolio Analysis
- Learn how you can monitor your portfolio performance and add benchmarks to compare.
- Difference between Asset Class View and Asset Type View
- Holdings can be viewed by Asset Class or Asset Type - understand the difference here.
Overview
- Invest using DBS digibank
- Invest in equities, unit trust or foreign exchange using DBS digibank.
- Update Investment Objectives Setting (IOS), and Investment Knowledge and Experience (IKE) on DBS digibank
- Learn how you can update your IOS and IKE online.
- Trade Equity on DBS digibank
- Invest in equities, unit trust or foreign exchange using DBS digibank.
- Access Advanced Market Data
- Understand the requirements to gain exclusive access to Advanced Market Data. This is only available for Singapore and Hong Kong markets.
- Complete Exchange Agreements to Invest in U.S. and Canada Market Equities
- To place trades in the U.S. and Canada markets, you are required to complete an Exchange Market Agreement.
- eCorporate Action on DBS digibank
- Learn how you can submit your preferred option for Voluntary Corporate Action events online.
- Customer Knowledge Assessment (CKA)
- To safeguard investors, the Monetary Authority of Singapore (MAS) requires investors to meet the CKA requirements before they can start investing in unlisted investment products, including funds.
- Invest in Funds Online
- Learn how you can invest in over 200 funds in 12 currencies on DBS digibank.
- Redeem Funds Online
- Learn how you can redeem funds online easily on DBS digibank.
- Access Online Foreign Exchange (FX) Platform
- Enjoy better rates on foreign currencies on-the-go with DBS digibank.
- Place a Fixed Deposit Online
- Place a Fixed Deposit with your Wealth Management Account (WMA) easily on DBS digibank.
- Fixed Deposit Upon Maturity
- Find out where your Wealth Management Account (WMA) Fixed Deposit would be credited to upon maturity.
- Change Fixed Deposit Maturity Instructions
- Learn how you can change the maturity instructions for your Fixed Deposit.
- Access Online Loan Drawdown
- Finance your Investments with ease by performing an Online Loan Drawdown from your approved Multi-Currency Revolving Term Loan (MRTL).