How do I link my CPF Investment Account and SRS Account to my Endowus account?
CPF Investment Account (CPF IA)
Log in to your account on a desktop browser > Go to Linked Accounts > CPF Investment Account. Under CPF Investment Account, click "Link Account" and input your CPF-IA details.
Log in to your account on a desktop browser > Go to Linked Accounts > SRS Account. Under SRS Account, click "Link Account" and input your SRS Account details.
Once your CPF IA or SRS Account is linked to your Endowus Account, you can make CPF-OA or SRS investments in your account. After you have confirmed an investment order, UOB Kay Hian (our partner custodian) is able to directly withdraw the funds from your CPF Ordinary Account or SRS Account for your investment order.
Update CP IA or SRS Account details
If you wish to update your linked CPF IA or SRS Account details, please contact email@example.com with your new account details and a statement (which includes your name and account number) for us to verify your new account details.