Access and deep dive into your Wealth Portfolio

Monitor and compare your investment holdings by how they’re performing against one another and against our DBS model portfolio easily on DBS digibank.

Part of: Guides > Your Guide to DBS digibank (Wealth)

How to access and deep dive into your Wealth Portfolio

digibank mobile

1

Step 1
Log in to digibank mobile with your Touch / Face ID or digibank User ID & PIN.

2

Step 2
Under Home, select the Wealth portfolio you would like to review.

3

Step 3
Tap on P/L, Transactions, Cash flow or Allocation to access your Wealth Portfolio analysis tools.

4

Step 4
Under Holdings, tap on the Table icon for the list view.

5

Step 5
Tap on the Download icon to save as a speadsheet.

Get the latest DBS digibank(wealth) mobile app now!

digibank online

1

Step 1
Log in to digibank online with your User ID & PIN.

2

Step 2
Complete the Authentication Process.

3

Step 3
Under Home, select Wealth portfolio.

4

Step 4
Click on P/L, Transactions, Cash flow or Allocation to access your Wealth Portfolio analysis tools.

5

Step 5
Under Holdings, click on the Table icon for the list view.

6

Step 6
Click on the Download icon to save as a speadsheet.

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