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:

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.

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