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Tutorials for Wealth Management Account (WMA)
Tutorials for Wealth Management Account (WMA)
Money transfer from Current or Savings Account to Wealth Management Account (WMA) before trading
Online Equity Trading (OET)
Online Fund Investment (OFI)
Online Foreign Exchange (OFX)
Online Equity Linked Investment (Online ELI)
Other Key Functions
eStatement
Tutorials for Wealth Management Account (WMA)
Money transfer from Current or Savings Account to Wealth Management Account (WMA) before trading
Transfer available cash to your WMA before placing any trade:
1. Log in to DBS digibank HK app and tap
<Pay & Transfer>
on the bottom menu
2. Tap
<Local Transfer>
and select “Wealth Management Investment” account from “Your DBS Accounts & Cards” dropdown list
3. Tap Input transfer details and tap
<NEXT>
4. Tap
<SUBMIT NOW>
to submit the order after reviewing the transfer details
5. Your transfer request is successfully submitted
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Online Equity Trading (OET)
How to place order & view order status
How to amend order
How to subscribe to Hong Kong Initial Public Offerings (IPOs)
How to provide express consent for Hong Kong Securities Trading to enjoy related Hong Kong Securities Trading services (eW-8BEN)
Online Fund Investment (OFI)
How to subscribe funds (Lump-sum Subscription)
How to switch funds
How to set-up RFIP (Regular Fund Investment Plan)
How to terminate RFIP (Regular Fund Investment Plan)
Online Foreign Exchange (OFX)
How to place FX market order
How to place FX order watch
How to add new currency pair to my FX watchlist
Online Equity Linked Investment (Online ELI)
How to place order and view order status
Other Key Functions
Financial Need Analysis (FNA)
For Wealth Management Account users:
1. Log in to DBS digibank HK app and tap
<Invest>
on the bottom menu
2. Scroll to the bottom of the page and access
<Investment Account Management>
3. Tap
<ASSESS NOW>
if you are submitting Financial Needs Analysis for the first time, or tap
<UPDATE>
to renew your assessment.
4. Tap
<START NOW>
to start your Financial Needs Analysis
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Created with Sketch.
How to submit form W-8BEN/W-9 to trade in the U.S. market
How to view your holdings
How to view your portfolio transactions
eStatement
How to subscribe for eStatements
How to view and download eStatement on DBS digibank HK
How to view and download eStatement on DBS iBanking
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