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.

Banking Part of: Guides > Guide to iWealth

Your viewing options

DBS iWealth
  • 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.
    select investment accounts

    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.
    multiple portfolios multiple portfolios

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