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 or DBS iWealth App:

DBS iWealth
  • Log in to DBS iWealth with your User ID and PIN.
  • Select Wealth Management from the top menu.
  • Select the Portfolios tab, then select Transactions.
    • For orders accepted and pending for settlement, you can find the transaction under Pending Settlement tab.
    • For settled transactions, you can check them under Settled tab.
      At the same time, the debit/credit amount will be reflected in your Portfolio Holdings page.
  • You can also download a copy of your transaction history by clicking on the Download button. portfolio transaction history
DBS iWealth Mobile App
  • Log in to DBS iWealth App with your Touch / Face ID or iWealth User ID & PIN.
  • Under Invest, tap Transactions.
    • For orders accepted and pending for settlement, you can find the transaction under Pending.​
    • For settled transactions, you can check them under Settled.
portfolio 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.

Related articles


Was this article helpful?

We welcome your feedback

Information is easy to understand and find
Information is useful to answer your inquiries completely

Need more help?

Contact support and we'll try to resolve your issue quickly.

Contact Customer Support