Access your Wealth Portfolio
Access your wealth portfolio to manage your wealth easily on DBS digibank.
Part of: Guides > Your Guide to DBS digibank (Wealth)Your viewing options
DBS digibank Mobile App
View Step-by-step Instructions
- Log in to DBS digibank App with your Touch / Face ID or digibank User ID & PIN.
- Under the Home tab, tap on Investment Accounts to access your Wealth Portfolio.
- You can view further details of your wealth management portfolio below:
DBS digibank
- Log in to DBS digibank with your User ID and PIN and complete the Authentication Process.
- Click on the Investment Portfolios on the digibank Home page to access your portfolio dashboard.
If you have multiple portfolios, click on the Down Arrow to select a specific portfolio from the dropdown list.
- On the Dashboard page, you can deep dive into your portfolio's:
- Top gainers and losers
- Available cash overview
- Buying power
- Borrowing potential
- DBS’s research relating to your portfolio holdings
Sample screenshot:
- You can view further details of your wealth management portfolio by clicking on the following tabs:
More Information
- If you do not see any portfolio, you may not have a DBS Wealth Management Account.
To open a wealth management account, you can:- Open your DBS Wealth Management Account online
- Log in to DBS digibank with your User ID and PIN.
- Click on Wealth Management and under Request, select Open Wealth Management Account.
- Alternatively, please speak to your Relationship Manager to open one today.
- Open your DBS Wealth Management Account online
- Only DBS Treasures clients/DBS Treasures Private Clients/DBS Private Banking clients with approved MRTL Express Credit Facility can perform Online Loan Drawdown directly from the portfolio dashboard page.
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