Clients who are Singapore citizens or PRs under the age of 53 may invest in Endowus Fund Smart offerings using their CPF Special Account (SA) monies upon linking their MyInfo profile to their Endowus account.
*Note: Clients above the age of 53 may not be able to view CPF SA investing as an option yet, as we are working to extend access to all eligible clients in the near future.
How to create a CPF Special Account (SA) investment goal
- Go to “Invest | Redeem | Transfer” (or “Transfers” on the Endowus app).
- Select “CPF SA” as your funding source.
How to view CPF Special Account (SA) investment solutions
- Go to the “Explore” tab
- Select “CPF SA” at the top of the screen
- Look through our suite of CPF SA-investible funds via Fund Smart.
If you are unable to find CPF SA as a funding source, you may need to link your MyInfo profile to your Endowus account. If the option remains unavailable to you, please submit a request form to our team here.
Link your MyInfo profile to your Endowus account
Please note that this step is only necessary if you did not onboard with MyInfo or link your MyInfo to your Endowus account.
- Log in to your Endowus account.
- Go to your profile on the “Account” page.
- Via Endowus mobile app: Click on “More” in the bottom right corner > select “Account” > your unique profile at the top.
- Via web browser: Click on the human icon in the top right corner > “View account info” > “Personal information”.
- Click the “Edit profile” button and opt to Retrieve MyInfo with Singpass.
Once you have retrieved your MyInfo with Singpass and we have confirmed that you are eligible for CPF SA investments with Endowus, you will be able to select CPF SA as a funding source when exploring Fund Smart or creating new goals.
* Note: Clients will not need to open a CPF Investment Account (CPF IA) with an agent bank, as our partner broker, UOB Kay Hian, is a CPF Investment Scheme (CPF IS) Product Provider. As such, there are no agent bank charges for CPF SA transactions.