View Portfolio Transaction History

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

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

How to view Portfolio transaction history

digibank mobile
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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 Transactions at the top and your transaction will be displayed. Toggle between Pending settlement for orders accepted and pending for settlement or Settled for settled transactions.
4
Step 4
You can also tap on the (⋮) ellipsis icon and select Download excel to download a copy of your transaction history.
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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, click on the Wealth portfolio you would like to review.
4
Step 4
Click on Transactions at the top and your transaction will be displayed. Toggle between Pending settlement for orders accepted and pending for settlement or Settled for settled transactions.
5
Step 5
You can also click on the (⋮) ellipsis icon and select Download excel to download a copy of your transaction history.

More information

  • After submitting an order for Online Funds Investment, the order status can be found under Invest > Funds / Unit Trust > Order Status.
  • After submitting an order for Online Equity Trading, the order status can be found under Invest > Equity > Order Status.
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