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.
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.
To access your investment portfolio, you can click on the “Wealth Management” tab or the “Investment Portfolios” tile.
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.
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.
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.