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
digibank online
- 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
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
Asset Type View is a complete view of all your investment products.
Was this information useful?