DBS IDEAL Customer Trainings

Digital Documentary & Open Acct Trade (SG)

Manage your trade finance online

DBS IDEAL allows you to submit applications and supporting documents for a wide range of trade finance products. Learn how you can manage your trade finance online and go contact-free.

Date: 25 June 2026
Time: 4pm-5pm
Facilitated: DBS IDEAL Digital specialists

Agenda:

• How to create and approve a trade transaction 
• Track your application status
• Access to transaction details and reports anytime, anywhere
• How to upload and resubmit supporting documents for your trade transactions

DBS IDEAL Customer Self Admin (CSA)

Managing your company’s DBS IDEAL profile has never been easier! With Customer Self-Administration (CSA), you can seamlessly add, remove, or update user access and manage your company’s profile—all digitally, with faster processing and no extra charges!
 
Date: 28 May 2026
Time: 5.00pm – 6.00pm
Facilitated by: DBS IDEAL Digital specialists
What you'll gain from this session:
1.    Introduction to CSA and how it works 
2.    Key benefits of using CSA for DBS IDEAL maintenance 
3.    Security controls in place for added peace of mind 
4.    Step-by-step walkthrough of CSA’s features 
5.    How to set up CSA for your company 
6.    Essential takeaways to maximize efficiency 
7.    Live Q&A session to address your questions
Don’t miss out on this opportunity to streamline your DBS IDEAL maintenance! Join us for this informative session and take control of your company’s digital banking experience.

Loan Online Services (SG)

DBS IDEAL Loan Services is a one-stop solution for DBS Corporate customers to fulfill their major loan-related transaction requests without the need to send any physical instruction or visit the branch. Learn how you can submit your loan servicing transactions online, track the real time status and get notified upon completion of the transaction requests.

Date: 24 June 2026
Time: 3.00pm – 4.00pm
Facilitated by: DBS IDEAL Digital specialists

Agenda:

• Loan enquiry
• Scheduled payments and partial or full loan settlements
• Loan rollovers
• Additional loan drawdown
• New loan drawdown* (within the pre-approved limit)
• Contextual notifications

FX Booking with FX Online(DealOnline) (SG)

This class introduces some of the key features of FX Online (DealOnline) as well as a walkthrough on the FX contract booking process.

Agenda:

• Settlement types, contract types and tenor
• Managing your dashboard
• Making a booking and checking status
• Using price alerts