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.
Cash Investments
How to make a one-time Cash investment
How to make recurring Cash investments
CPF-OA Investments
How to make a one-time CPF-OA investment
How to make recurring CPF-OA investments
SRS Investments
How to make a one-time SRS investment
How to make recurring SRS investments
How to make a one-time Cash investment
Step 1: Select "Invest" and pick the portfolio you'd like to make an investment into
Step 2: Indicate the amount you'd like to invest in the goal. Once you confirm an investment order, the order will be created and await your cash funds to complete or utilise any uninvested cash you may have in your Endowus account.
Please refer to the video on how to create a one-time investment.
You may refer to this FAQ for more information about how to transfer cash or use eGIRO to fund your investments.
How to make recurring Cash investments
Step 1: Set up a recurring fund transfer instruction with your bank account to transfer money to your Endowus account. Please refer to the Deposit Cash page in your Endowus account for the instructions.
Step 2: Set up the recurring investment instruction for an existing goal in your Endowus Account.
Once your deposit is reflected in your Endowus account, our system will direct the money to fund your recurring cash investment order.
How to set up a recurring cash investment instruction in your Endowus Account
Step A: Log in to your Endowus account via a web browser > Go to “Invest | Redeem | Transfer” > Go to “Invest” > Select the Goal you want for your recurring cash investments.
Step B: Select “SGD Cash” as your funding source
Step C: Fill in your investment amount and the frequency you'd prefer for your investment to be made.
Step D: Click “Send Verification Code'' and enter the OTP sent to your phone to confirm your recurring investment instruction.
How to make a one-time CPF-OA investment
Create a CPF-OA investment order in your Endowus Account (please ensure that your CPF Investment Account is linked to your Endowus Account).
Once you confirm a CPF-OA investment order, our broker will directly draw the funds from your CPF Investment Account / CPF-OA to execute your investment order.
How to make recurring CPF-OA investments
- Please ensure that your CPF Investment Account is linked to your Endowus Account.
- You can only set up a recurring CPF-OA investment instruction for an existing goal.
- Once you have set up the instruction, our broker will directly draw the funds from your CPF Investment Account / CPF OA to execute your investment order.
Step 1: Log in to your account via a web browser > Go to “Invest | Redeem | Transfer” > Go to “Invest” > Select the Goal you want for your recurring investment.
Step 2: Select “CPF OA” as your funding source.
Step 3:Fill in your investment amount and the frequency you'd prefer for your investment to be made.
Step 4: Click “Send Verification Code'' and enter the OTP sent to your phone to confirm your recurring investment instruction.
How to make a one-time SRS investment
Step 1: Create a SRS investment order in your Endowus Account (please ensure that your SRS Account is linked to your Endowus Account).
Once you confirm an SRS investment order, our broker will directly draw the funds from your SRS Account to execute your investment order.
How to make recurring SRS investments
- Please ensure that your SRS Account is linked to your Endowus Account.
- You can only set up a recurring SRS investment instruction for an existing goal.
- Once you have set up the instruction, our broker will directly draw the funds from your SRS Account to execute your investment order.
Step 1: Log in to your account via a web browser > Go to “Invest | Redeem | Transfer” > Go to “Invest” > Select the Goal you want for your recurring investment.
Step 2: Select “SRS” as your funding source.
Step 3: Fill in your investment amount and the frequency you'd prefer for your investment to be made.
Step 4: Click “Send Verification Code'' and enter the OTP sent to your phone to confirm your recurring investment instruction.