View Portfolio Holdings

Learn how you can access the list of holdings held in your Portfolio easily on DBS digibank.

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

How to view Portfolio holdings

There are various channels which you may view Portfolio holdings with us. The most convenient method would be via digibank mobile.

digibank mobile
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Step 1
Log in to digibank mobile with your Touch / Face ID or digibank User ID & PIN.
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Step 2
Under Home, tap Investment Accounts to view your portfolio holdings.
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Step 3
Tap on Equities and select a particular product to view the detailed market information.
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Step 4
You can also choose to make a Buy / Sell action on this screen.
Get the latest DBS digibank(wealth) mobile app now!
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Step 1
Log in to digibank mobile with your Touch / Face ID or digibank User ID & PIN.
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Step 2
Under Investment Accounts, 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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Step 3
Your selected portfolio summary will be displayed.
Get the latest DBS digibank(wealth) mobile app now!
  • Log in to digibank online with your User ID and PIN.
  • Complete the Authentication Process.
  • Select Wealth Management from the top menu.
  • Select the Portfolio tab, then select Holdings.
  • View your list of holdings by selecting either Asset Class View or Asset Type View.
  • To view more details on a particular product, click on (to the left of product name).
    You can also download a copy of your Holdings by clicking on the Download button.
  • Under Actions, click "..." or INFO button for more information or actions.
  • Log in to digibank online with your User ID and PIN.
  • Complete the Authentication Process.
  • Select Wealth Management from the top menu.
  • Under Investment Portfolio, click the Down Arrow to view all your portfolios.
  • Select the specfic Portfolio, then select Holdings.
  • View your list of holdings by selecting either Asset Class View or Asset Type View.
  • To view more details on a particular product, click on (to the left of product name).
    You can also download a copy of your Holdings by clicking on the Download button.
  • Under Actions, click "..." or INFO button for more information or actions.


Difference between Asset Class View and Asset Type View

Asset Class View is an overview of your investments based on our Chief Investment Officer’s (CIO) Asset Allocation Model. Each asset class reflects different risk and return investment characteristics. The classification forms the link between assets and model portfolios, thus allowing products in your portfolio to be mapped against CIO asset classes.
Asset Type View is a complete view of all your investment products.
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