View Portfolio Transaction History

View the list of pending and settled transactions of your Portfolio easily on DBS iWealth.

Banking Part of: Guides > Guide to iWealth

To view your list of pending and settled transactions via DBS iWealth app or DBS iWealth Internet Banking:

  • Log in to DBS iWealth Internet Banking with your User ID and PIN, or login to the DBS iWealth App.
  • Select Wealth Management from the top menu.
  • Select the Portfolio tab, then select Transactions to view your Portfolio's list of pending and settled transactions.
  • For orders accepted and pending for settlement, you can find the transaction under Wealth Management > Portfolios > Transactions > Pending Settlement tab.

  • For settled transactions, you can check them under Wealth Management > Portfolios > Transactions > Settled tab.
    At the same time, the debit/credit amount will be reflected in your Portfolio Holdings page.
Note:
  • After submitting an order for Online Funds Investment, the order status can be found under Invest > Funds > Order Status before the transaction is showed on the Pending Settlement tab.
  • After submitting an order for Online Equity Trading, the order status can be found under Invest > Equity > Trade > Order Status before the transaction is showed on the Pending Settlement tab.

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