Add IDEAL user

Last updated: Nov 2024

This means your business has an IDEAL user with the permissions of an administrator. To add a new user, an administrator needs to submit a new user creation request and another administrator needs to approve this action.  
 
An administrator can do this using the following steps. Please do it on a desktop computer as the CSA feature is currently available on the IDEAL desktop version.  

1. Log in to DBS IDEAL. 
    
2. Go to the main menu and select Administration. 
    
3. Select Manage company & users - Customer Self Administration. 
    
4. Select Users - View and manage users. 
    
5. Select Create a New User.
    
6. Enter the user's details, IDEAL login settings, and user entitlements. Verify the details, then click on Submit for Approval.
    
7. If you are adding a new transaction approver, you may be asked to provide supporting documents. 
    
8. You may go on to add other new users. 
    
9. Another administrator needs to approve the application to add a user.
    
10. Once the new user is added to your business profile, they will receive an email informing them about this.
     

1. Go to IDEAL Maintenance Form and create a new application. 
    
2. Select Login with DBS IDEAL to automatically fill in your organisation’s details. Or enter the information manually. 
    
3. Select Add/manage existing user's services and roles. 
    
4. Under User 1, enter the new user's name as per their identity documents. For Singapore residents, use their Singapore identity card (IC) or foreign identification number (FIN) card. For non-residents, use their passport.
    
5. Select Add new user. 
    
6. Enter the user’s details, including mobile number and email address. 
    
7. Add at least one user role: 
   •  Enquiry 
   •  Transaction Maker 
   •  Transaction Authoriser 
    
8. Select the services that the new user can access: 
   •  Cash and trade services 
   •  Open account trade (OAT) 
   •  Securities & Fiduciary services (SFS) 
   •  Loan 
   •  FX online 
    
9. Grant access to All or Specific accounts. 
    
10. Select Next to review application. 
     
11. Select Authorise Submission. 
     
12. Select the authorised signatories who need to approve the application.  
     
13. You can have them sign either digitally (using DigiSign or DBS IDEAL) or in wet ink. A wet ink signature refers to a signature physically written on paper. If you need to provide additional supporting documents (such as when adding a transaction approver), wet-ink signatures are required.
    
    To submit an application with wet ink signatures 
    Select Print and send. Download this application as a PDF file, and print it for signing.
    
    If you are adding a new transaction approver, you may be asked to provide supporting documents. Mail these to us at the address in the document. 
     
14. Once the new user is added to your business profile, they will receive an email informing them about this.

An IDEAL administrator can help manage your organisation’s user accesses and profile easily. Find out about how to have an administrator.