How to conduct Financial Needs Analysis with DBS iBanking?
In a Financial Needs Analysis (FNA), the information that you provide determines the investment products and/or insurance products that we shortlist for your consideration.
To conduct Financial Needs Analysis (FNS) with DBS iBanking, please follow below steps:
1. First of all, you have to own a DBS iBanking account.
Get started on DBS iBanking: https://www.dbs.com.hk/personal/support/ibanking-get-started-on-dbs-ibanking-service.html
2. Login DBS iBanking and choose “Conduct Financial Needs Analysis” under "Invest”.
3. To start Financial Needs Analysis, please read the “important Notes” and “Disclaimer” and click “I Agree” to confirm.
We Welcome your Feedback
Need more help?
Contact support and we'll try to resolve your issue quickly.Contact Customer Support