How do I create a foreign currency portfolio? (SG)

We offer investment options for AUD, CHF, EUR, GBP, USD. You are able to access these directly via your Endowus account.

The minimum initial investment amount for a foreign currency portfolio is $100. For subsequent investments, the minimum amount is also S100.

1. Log in to your Endowus account > add a goal via the "+" icon on the left sidebar
2. Under "Explore all solutions", select Fund Smart, Income, and more
3. Under "Build it yourself", select Fund Smart 
4. Indicate your funding source: Cash in the respective currency
5. Select your choice of fund(s)
6. Input your time horizon and risk tolerance > enter your initial investment amount
7. Accept the acknowledgement (if any, and if you agree) 
8. To create the investment order now, click on Confirm my investment and confirm via SMS; to create the goal first and fund it when you're ready, select Save goal and invest later

Find out more about our Fund Smart foreign currency portfolios here.

How to deposit foreign currencies into your Endowus account

Deposit instructions can be found here, or on your Endowus account under Invest | Redeem | Transfer > Deposit Cash > Bank Transfer. Please select your foreign currency of choice under the currency filter and follow those instructions, as foreign currencies transferred into a specific currency-denominated account will be automatically converted to that currency at the bank's conversion rate.

You can transfer your relevant foreign currency from a bank account in your own name to your Endowus account. Please kindly check with your bank about the fees incurred from the transfer.

For Telegraphic Transfer:

• Bank: HSBC - Corporate
• Bank Swift Code: HSBCSGSGXXX
• Account Name: UOB KAY HIAN P L - TRUST A/C
• Account Number: You may find this number on your Endowus account

Please note that you may incur telegraphic transfer charges for foreign currency transfers into an overseas bank account. Your agent bank may also have corresponding bank charges for transfers.

For Cheque Deposit:

• Bank: HSBC - Corporate
• Front of Cheque: Account Name: UOB Kay Hian P L - Trust A/C
• Back of Cheque: USD Account Number: You may find this number in your Endowus app

For cheque deposits, after you've deposited the cheque please send a copy of the front and back of your cheque to support@endowus.com for verification and tracking purposes.