1.
Select “Investments”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
3.
Select “Mutual funds”
4.
For customers who do not have a mutual fund account, select “Open account”Customers who already have a mutual fund account can open other types of mutual fund accounts by selecting “Other funds”. Then select your preferred fund and select “Buy”.
5.
Select asset management company and select the fund
6.
Enter your 6-digit Mobile PIN if you access with Touch ID / Face ID / FingerprintThen, read the terms and conditions and select “Next”
7.
Read the Market Conduct and select “Confirm”
8.
Enter Citizen ID information and select “Next”
9.
Answer 3 questions in the Form for Declaration of Status of Customer as U.S. Person or Non-U.S. Person (FATCA) and select “Accept”
10.
Enter your personal information and select “Next”
11.
Select an account to receive fund redemption and dividends and select “Next”
12.
Select a channel to receive investment related documents and select “Next”
13.
Complete the Suitability Test and select “Next”If you have completed the test before, the system will take you to the next step.
14.
Review the information and select “Next”
15.
Take a selfie photo to verify your identity with facial recognition, fit your face in the frame and follow the instructions
16.
Enter your 6-digit Mobile PIN to confirm your mutual funds account opening
17.
Account(s) successfully opened
1.
Select “Accounts”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
3.
Click “...” at the top right corner or “Add an account” below account lists to add your own accountYou can also go to “More” and select “Add an account” to add your own account.
4.
Select “Mutual fund” account and enter your fund unit holder number. Once your account is added successfully, you will see the account added at “Accounts” screen.
1.
Select “Investments”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
3.
Select “Mutual funds”
4.
Select “My funds” to buy current funds on your list or select "More funds" to buy funds for the first time or during IPO
5.
Read the fact sheet and select “Accept”
6.
Review the fund details and select “Buy”Then read the Terms and Conditions and select “Accept”
7.
Select your preferred fund and account for payment, enter amount, and read the fund details before selecting “Next”
8.
Check transaction details and select “Confirm”
9.
Once the transaction is completed, you will receive your e-slip which you can share immediately.
1.
Select “Investments”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
3.
Select “Mutual funds” then choose your preferred fund
4.
Check fund details and select “Sell” then read Terms and Conditions and select “Accept”
5.
Enter amount or number of units then select “Next”
6.
Check transaction details and select “Confirm”
7.
Once the transaction is completed, you will receive your e-slip which you can share immediately.
1.
Select “Investments”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
3.
Select “Mutual funds”
4.
Select your preferred fund and select “Switch”
5.
Select “My funds” to switch between your existing funds or select “More funds” to make a first-time switch order and select “Confirm”Then read the Terms and Conditions and select “Accept”
6.
Enter number of units and select “Next”
7.
Check transaction details and select “Confirm”
8.
Once the transaction is completed, you will receive your e-slip which you can share immediately.
1.
Select “Investments”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
3.
Select “Mutual funds”
4.
Select “DCA”. You can do so via two methods4.1
Select “DCA” from the shortcuts menu (the + sign) of your preferred fundor
4.2
Select your preferred fund and select “DCA” on the fund details screenThen, read terms and conditions and select “Accept”
5.
Read the fact sheet and select “Accept”
6.
Select an account for direct debit and then select the
1) Monthly deduction amount
2) Starting and ending month and year
or select “Not specified” if you do not want to specify an ending period
3) Day of deduction,
Accept that you have read the fund details before deciding to invest and select “Next”
7.
Check transaction details and select “Confirm”
8.
DCA successfully subscribed
1.
Select “Investments”
2.
Enter your 6-digit Mobile PIN or use Touch ID / Face ID / Fingerprint
3.
Select “Mutual funds”
4.
Select “On Order”
5.
Select “Go to cancel order page”
6.
Select an order to cancel
7.
Review the information and select “Cancel this order”
8.
Select “Yes” to confirm the cancellation of this orderEnter your 6-digit Mobile PIN, if you accessed by Touch ID / Face ID / Fingerprint
9.
Order successfully canceled
