View Portfolio Dashboard

Access your portfolio dashboard to view top two gainers and losers of your holdings, available cash overview, buying power, borrowing potential and more!

Banking Part of: Guides > Guide to iWealth
  • Log in to DBS iWealth Internet Banking with your User ID and PIN, or login to the DBS iWealth App.
  • Click on the Investment Portfolios tile 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.
  • 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:

Note:

  • Only clients with a Wealth Management Account (S-account) have access to portfolio views.
    If you do not have a Wealth Management account, apply by clicking on Wealth Management > Request > Open Wealth Management Account, or click on the Start Investing button on the Home page.
  • Only DBS Treasures clients with approved MRTL-TR Credit Facility, 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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Note: Upon successful registration, you will receive a physical token after 3 working days. Activate the token to enjoy our full suite of online services on DBS iWealth.

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