DBS iWealth
The new and improved DBS iWealth offers many new benefits, including an improved layout and navigation to make your viewing simpler and easier. This quick guide serves as a reference to take you through some of the key new features.
Dashboard
- Integrated view of all your banking, trading and wealth management portfolios at a glance.
- To access your usual banking features such as transfers and payments, simply click on the “Banking” tab.
Portfolio Navigation
- To access your investment portfolio, you can click on the “Wealth Management” tab or the “Investment Portfolios” tile.
Portfolio View
- View a clear breakdown of your portfolio asset movements, holdings, transactions, allocations and analysis.
- Receive DBS house views as well as the latest insights that are directly related to your holdings.
Portfolio Allocations View
- Monitor your portfolio by Geography, Currency, Sector or Asset Class by clicking on the individual tabs.
Analysis Feature
- Monitor your portfolio performance and add benchmarks to compare.
Set Price Alerts
- To set up a price alert, follow the steps below:
- Click on the “Bell” icon
- Under the “Price Alerts” tab, click on “Manage”
- Search for a stock, set a target value, and click on “Add”.
- You’ll receive an alert via SMS or email when the price you’ve set is reached.
View Notifications
- Receive customised and timely notifications related to your investments such as bond maturity, dividend payouts, proxy voting.
Improved Trading Platforms
- Online Funds Trading – Invest in over 400 funds.
- Online Equity Trading – Trade equities across 7 major international markets. (View animated user guide)
- View your available cash balances in various currencies before investing.
