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Wealth Management Account
At a Glance
Your portfolio on one screen
See the big picture from equities and funds to currencies and fixed deposits
Track, review and invest effortlessly
Trade equities, purchase funds and FX with supporting features such as watchlist and price alerts.
Get personalised investment ideas
Tap on thought leadership and actionable research content together with personalised alerts.
It’s an investing account like no other. We’ve got smart technology and smart thinking working together as one — so you can invest quickly, effortlessly and surely.
See the big picture and every detail
You’ll have everything you need to manage your portfolio with clarity.
Our Chief Investment Office picks out research based on your preferences, so you’re spotting opportunities, not scrolling headlines. Just swipe up and tap on ‘Curated for You’ before you log in.
Digging into the details of your investments? We’ve got you covered. See income and expenses. Look into maturity, coupon and redemption details. Analyse everything by asset, currency, sectors and more.
Insights powered by human expertise
Get timely alerts on major equity price movements and favourable FX rates, so you don’t miss opportunities. Along with investment ideas personalised to your portfolio, to help you make your next move.
We’ll ping you when the rates are in your favour.
Get the right mix for you
Our Chief Investment Office publishes quarterly model portfolios for various risk appetites — conservative, moderate, balanced and aggressive. Giving you a recommended asset mix to customise a portfolio that works for you, in line with our house view.
DBS Model Portfolios
Compare your portfolio against our CIO’s allocations.
Compare allocations by asset type proportion.
Tap for individual security composites, grouped by geographies.
All the tools of the trade
Opportunity isn’t waiting around, and neither should you. You’ll have all the tools you need to make the most of your time.
Create watchlists and price alerts, set limit and stop orders, and more directly from your Wealth Management Account.
Wherever and whatever you’re investing in, funding it is a snap with your Wealth Management Account. Its multi-currency capability lets you store up to 9 currencies to capture opportunities worldwide. And it’s all available in a few taps.
Ready to make your move? Talk to your DBS Treasures Relationship Manager about opening your Wealth Management Account today.
To open a WMA for trading.