Manage Multiple Portfolios
If you have multiple portfolios, you can keep track of them using a single login and deep dive into each portfolio for more details.Part of: Guides > Guide to iWealth
Your viewing options
- Log in to DBS iWealth with your User ID and PIN.
- If you have multiple Investment or related Portfolios, click on the Down Arrow to view the dropdown list
- Click on the specific Portfolio that you would like to view.
DBS iWealth Mobile App
- Log in to iWealth App with your Touch / Face ID or iWealth User ID & PIN.
- Under Home, tap Investment Accounts from your iWealth Dashboard to access your wealth portfolio.
Single Portfolio View
- Select the specific Portfolio that you would like to view.
Multiple Portfolios View
- If you have Multiple Investment Portfolios, tap Investment Accounts to view the dropdown list of portfolios.
Tap View Portfolios Summary for an overview of your wealth portfolios or
Select a specific Wealth Portfolio that you would like to view.
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