How do I create my first investment? (SG)

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

If you’ve an advised/ Endowus portfolio in mind, you may create your investment with the following steps: 

On a web app:

  1. Go to Invest | Redeem| Transfer 
  2. Select Invest 
  3. Select Add new goal
  4. Select Invest in an Endowus portfolio 
  5. Select your desired goal and follow the instructions
  6. 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)

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3. Select your goal

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

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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

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If you want to create your own customised portfolio, you may do so through the following steps: 

On a web app:

  1. Go to Invest | Redeem| Transfer 
  2. Select Invest 
  3. Select Add new goal
  4. Select Select your own funds
  5. Name your goal
  6. Select the goal type, funding source & loss tolerance
  7. Select up to 8 different funds
  8. Confirm your investment on the Confirmation page

Endowus mobile app:

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

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2. Click on “Looking for a specific fund or portfolio?”

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3. Select either an advised portfolio or build your own with our Fund Smart solution

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4. Name your goal

5. Select the goal type, funding source & loss tolerance

6. Select up to 8 different funds

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

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