DBS IDEAL Trade Finance
Unlock express convenience, elevated security, and reduced costs with DBS IDEAL
DBS IDEAL Trade Finance
Unlock express convenience, elevated security, and reduced costs with DBS IDEAL
Enhance your trade finance journey by going digital with DBS IDEAL..
Save Money & Time:
o Save HK$150 per online invoice financing application*
o Make submissions 24/7 to reduce back-and-forth time
Boost Convenience:
o Update settlement dates, accounts, and special instructions in seconds anytime, anywhere
o Enjoy the flexibility of choosing partial or full payment for each trade transaction
* Online invoice financing applications through DBS IDEAL benefit from a HK$150 saving, achieved by a HK$50 discount on the handling fee per application (subject to a minimum handling fee of HK$450 per application) and the waiver of the HK$100 paper instruction fee charged for applications submitted via branch or channels other than DBS IDEAL:. For the detailed service fee schedule, including specific conditions, please visit here
1) There are various trade finance products that can be submitted using DBS IDEAL, including invoice financing, issuance of Letter of Credit (LC), and banker’s guarantee. To view a step-by-step user guide for invoice financing, please click here.
2) Visit ideal.dbs.com and login. If you don’t have IDEAL online banking access, please click here.
3) After logging in, click “Trade Finance” on the left-hand side menu. If you cannot find this on the page, please click here.
Click the links below to learn more about using DBS IDEAL for your online trade financing needs.
- Set Up Invoice Financing Applications
Manage your trade transactions with online import and export financing services. - How to Process Trade Settlements
Easily make settlement instructions online.
1) Go to https://www.dbs.com.hk/sme/ideal-powerup#forms to download and fill in the Registration Form.
2) Remember to tick “Trade Finance” under “Transact Profile” for the user who would like to access the Trade Finance module. Tick “Trade Finance” with your preferred limit and “Authorisation Requirement” under “Authorisation Policy”. You can refer to the sample form – “DBS_IDEAL_RegistrationForm_Sample_Enquiry&Transact查詢及交易組合.pdf” in the zip file, please click here to download.
3) Complete the form and follow the instructions for submission.
1) Make sure you access the Trade Finance service on a computer browser, as it is not supported on the IDEAL mobile app.
2) Go to Online Form - IDEAL Maintenance Form.
3) Click “Create new application” and follow the instruction to fill in the information. Remember to tick “Trade Finance” under “Transact Profile” for the user who would like to access the Trade Finance module. Tick “Trade Finance” with your preferred limit and “Authorisation Requirement” under “Authorisation Policy”. For the details of form filling guide, Please click here to download.
4) Complete the form and follow the instructions for submission.
If you would prefer to make trade finance applications through our Smart Form, you may download and complete the form below. Please note that a HK$100 paper instruction fee will be charged for invoice financing applications submitted via branch or channels other than DBS IDEAL.
For fee details, please click here and refer to “Trade Finance” > “Trade Finance Service Fee Schedule”.
If you have any concerns about using IDEAL online banking for trade finance, we invite you to join our free online training classes or speak to our banking experts. Click here to register for the classes.
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