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

Cash Investments

Make a one-time Cash investment

Make monthly recurring Cash investments

CPF-OA Investments

Make a one-time CPF-OA investment

Make monthly recurring CPF-OA investments

SRS Investments

Make a one-time SRS investment

Make monthly recurring SRS investments

Make a one-time Cash investment

Transfer cash from a bank account in your own name to your Endowus Account (see the fund transfer instructions here) & Create a cash investment order in your Endowus Account.

Please note that you cannot earmark a deposit for a specific portfolio; there is no individual reference code assigned to each portfolio. Each Endowus account is assigned one unique HSBC virtual account for receiving deposits.

If you make a cash deposit before creating an investment order: Once your deposit reaches your Endowus account, the money will appear in your Uninvested Cash Balance of your Endowus account.

If you create an investment order before making a cash deposit: Once your deposit reaches your Endowus account, our system will direct the money to process your cash investment order.

The way our platform works is that we execute investment orders in chronological order. You can check the chronological order of your investment orders on your Activity page. We will execute the investments in the order by which you created them (i.e. First In First Out).

Make monthly recurring Cash investments

Step 1: Set up a monthly 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 monthly recurring investment instruction for an existing goal in your Endowus Account.

Once your monthly deposit is reflected in your Endowus account, our system will direct the money to fund your monthly recurring cash investment order.

How to set up a monthly 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 monthly recurring cash investments.

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Step B: Select “SGD Cash” as your funding source

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Step C:  Fill in your monthly investment amount and which day of the month you want your investment order to be created.

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Step D: Click “Send Verification Code'' and enter the OTP sent to your phone to confirm your monthly recurring investment instruction. 

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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. 

Make monthly recurring CPF-OA investments

  • Please ensure that your CPF Investment Account is linked to your Endowus Account.
  • You can only set up a monthly 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 monthly 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 monthly recurring investment.

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Step 2: Select “CPF OA” as your funding source.

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Step 3: Fill in your monthly investment amount and which day of the month you want your investment order to be executed.

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Step 4: Click “Send Verification Code'' and enter the OTP sent to your phone to confirm your monthly recurring investment instruction. 

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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. 

Make monthly recurring SRS investments

  • Please ensure that your SRS Account is linked to your Endowus Account.
  • You can only set up a monthly 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 monthly 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 monthly recurring investment.

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Step 2: Select “SRS” as your funding source.

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Step 3: Fill in your monthly investment amount and which day of the month you want your investment order to be executed.

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Step 4: Click “Send Verification Code'' and enter the OTP sent to your phone to confirm your monthly recurring investment instruction. 

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