Track Corporate Account Portfolios

Learn how you can keep track of the portfolios that you are managing 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 & PIN or DBS iWealth App with your Touch / Face ID or User ID & PIN.
  • On the Home page, click on the Related Portfolios tile to keep track of the portfolios that you are managing on behalf of others.

    related portfolio desktop
DBS iWealth Mobile App

View your Corporate Account Portfolios
Steps to see your Corporate Account Portfolios
Click on numbers to view screens.
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Log in to DBS iWealth App with your Touch / Face ID or User ID & PIN.
Tap on Related Portfolios from your iWealth Dashboard in the Home tab to view the dropdown list of related portfolios.
Tap on Related Portfolios Summary for an overview of your related portfolios.
Select a specific Related Portfolio to have a detailed view.
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related portfolios
related portfolios expanded
related portfolios detailed view
View your Corporate Account Portfolios
Steps to see your Corporate Account Portfolios
Click on numbers to view screens.
1
2
3
4
Log in to DBS iWealth App with your Touch / Face ID or digibank User ID & PIN.
Tap on Related Portfolios from your iWealth Dashboard in the Home tab to view the dropdown list of related portfolios.
Tap on Related Portfolios Summary for an overview of your related portfolios.
Select a specific Related Portfolio to have a detailed view.

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