How do I create my first investment? (SG)

Updated 20 December 2023 02:26

If you have yet to decide on a portfolio to invest in, please head on over here.

I want to invest in a Endowus advised portfolio (Flagship, ESG, Factors, Income, Satellite & Cash Smart)
I want to create a customised portfolio where I choose my own funds

Video Guide:

How do start investing into one of the Endowus advised portfolios?

On a web app:

1. Go to Invest | Redeem| Transfer and select Add new goal

2. Select Endowus portfolios and indicate whether you'll be investing cash, CPF OA or SRS monies.

3. Select your desired goal and follow the instructions

4. Confirm your investment on the Confirmation page

Endowus mobile app:

1. On the dashboard, click on “Get Started” or “Add Goal

2. Click on your investment horizon, either “Long term” (3 years or more) or “Short term” (2 years or less)

3. Select your goal

4. Select your funding source (Cash, CPF OA or SRS)

5. View recommended solution

6. Choose your time horizon

7. Choose your risk appetite

8. Review portfolio details

9. Confirm your investment on the Confirmation page by selecting Invest Now
or select Invest Later to save your plan

How do I create my own customised portfolio? How do I invest in just one fund?

On a web app:

Go to Invest | Redeem| Transfer and select Add new goal

2. Select Fund Smart. You've two options here:

a) If you would like to customise a portfolio of your own of up to 8 funds, please click on the dark blue Fund Smart banner

b) If you would like to create a customised portfolio but narrow down your selection to a curated selection of funds of any one theme, please click on the relevant collections banner

3. Once you've made your selection, select your source of wealth that you'll like to invest (whether it's Cash/ Currency, CPF OA or SRS), and the funds you'd like to invest in.