1. Endowus
  2. Initial Investments
  3. General Questions

How do I set up investments (one-time and recurring)? (SG)

Updated

You'll be able to create one-time or recurring investments on your Endowus account. Recurring investments can be made on a monthly or weekly schedule. 

How to make Cash investments

  1. Log in to your Endowus account.
  2. Go to “Invest | Redeem | Transfer” > select “Invest”.
  3. Select the Goal you would like to create a one-time or recurring investment into. 
  4. Select "SGD Cash" as your funding source. 
  5. Indicate how much you'd like to invest in the goal on a one-time and/or recurring basis. For recurring investments, please input the desired frequency as well. 
  6. Indicate how you will fund your investment (ie. via eGIRO, or drawing from your Endowus Cash Balance). For more information: How do I transfer cash into my Endowus account to fund my investment?
  7. Once you confirm an investment order via SMS OTP, the order will be created and await your funding. 

 

How to make CPF investments

For CPF OA investments, please ensure that your CPF Investment Account is linked to your Endowus account.

  1. Log in to your Endowus account.
  2. Go to “Invest | Redeem | Transfer” > select “Invest”.
  3. Select the Goal you would like to create a one-time or recurring investment into. 
  4. Select "CPF OA" or "CPF SA" as your funding source. 
  5. Indicate how much you'd like to invest in the goal on a one-time and/or recurring basis. For recurring investments, please input the desired frequency as well. 
  6. Once you confirm an investment order via SMS OTP: 
    • For CPF OA: our broker will directly draw the funds from your CPF Investment Account / CPF OA to execute your investment order.
    • For CPF SA: our broker will directly draw the funds from your CPF SA to execute your investment order.

How to make SRS investments

Please ensure that your SRS Account is linked to your Endowus Account.

  1. Log in to your Endowus account.
  2. Go to “Invest | Redeem | Transfer” > select “Invest”.
  3. Select the Goal you would like to create a one-time or recurring investment into. 
  4. Select "SRS" as your funding source. 
  5. Indicate how much you'd like to invest in the goal on a one-time and/or recurring basis. For recurring investments, please input the desired frequency as well. 
  6. Once you confirm an investment order via SMS OTP, our broker will directly draw the funds from your SRS Account to execute the investment order. 

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