Access your Wealth Portfolio

Access your wealth portfolio to manage your wealth easily on DBS iWealth.

Banking Part of: Guides > Guide to iWealth

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DBS iWealth
  • Log in to DBS iWealth with your User ID and PIN.
  • Click on the Investment Portfolios on the iWealth 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.
    iwealth portfolio
  • On the Dashboard page, you can deep dive into your portfolio's:
    Sample screenshot:
    iwealth dashboard
  • You can view further details of your wealth management portfolio by clicking on the following tabs:

DBS iWealth Mobile App
  • Log in to DBS iWealth App with your Touch / Face ID or iWealth User ID & PIN.
  • Under the Home tab, tap on Investment Accounts to access your Wealth Portfolio.

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
      1. Log in to DBS iWealth with your User ID and PIN.
      2. Click on Wealth Management and under Request, select Open Wealth Management Account.
    • Alternatively, please speak to your Relationship Manager to open one today.

  • 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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