Submit financial needs analysis (FNA) through DBS iBanking

You may submit FNA through DBS iBanking directly.

What is a Financial Needs Analysis (FNA)?

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.

Can I conduct the FNA at any time through DBS iBanking?

Yes. An FNA submitted through DBS iBanking will become effective two hours after submission.

Why can't I complete the FNA through DBS iBanking?

Under certain circumstances (e.g. inadequate education or inability to read and understand English and Chinese), we require applicants to be accompanied by a family member, close relative or friend when conducting an FNA and placing an investment or insurance order. This service is also not applicable to those who hold only credit cards.

For more information about this, please visit one of our branches or call our Customer Service Hotline at 2290 8304 (from 9:00 a.m. - 6:00 p.m. on weekdays, 9:00 a.m. - 1:00 p.m. on Saturdays).

Can I download a receipt after I have submitted the FNA through DBS iBanking?

Yes. You can download the receipt once your submission is completed.

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