Managing Your Investments

No, you can only add one bank account across all your personal investment portfolios.

You can login to your account and go to the “Edit Profile” page to add your bank account details. Alternatively, upon your first withdrawal request, you will be asked to add your bank account details. Once your bank account is added, there is no need to fill in your bank account details for subsequent transactions. Note: Bank Account must be registered under your legal name.

Your sell request will be processed at 3pm on the current business day if we received your sell request before 3 pm. If your sell request is received after 3pm, the request will be processed at 3 pm the next business day.

For funds that are invested in your portfolio, you can choose to sell part or all your portfolio. However, please note that fund units’ Net Asset Value (NAV) fluctuate, and portfolio values are not guaranteed. You may receive more or less than your capital invested. You can redeem monies  to your Cash Account or bank account. For monies that are in your Cash Account, you can choose to withdraw all or part of it to your bank account by:

• Login> Under Investments & Savings Card > Select one of the portfolios
• Select the portfolio you wish to withdraw from
• Select ‘More’> Select ‘Withdrawal’
• Select the Withdraw Type> Enter the Withdrawal Amount

For Dimensional/ WiseIncome/WiseSaver Portfolios, the minimum withdrawal amount is $50.

For CPF Portfolios, the minimum withdrawal amount is $200.

You can view or download your monthly statements by:

• Login> Under Investment and Savings Card> Select one of the portfolios
• Select the portfolio you wish to view the transaction history or download the monthly statement
• Select ‘More’> Select Transactions/ Statement from the drop-down list

You may follow the steps below to amend your monthly investment:

• Login> Under Investment and Savings Card> Select one of the portfolios
• Click ‘Top Up’
• Select the portfolio from the drop-down list> Select monthly amount> Key in the new amount

Please note that your previous monthly investment amount will be overwritten.

You may follow the steps below to stop your monthly investment:

• Login> Under Investment and Savings Card> Select one of the portfolios
• Click ‘Top Up’
• Select the portfolio from the drop-down list> Select monthly amount> Key in ‘0’

Please email the screenshot of the fund transfer and indicate the Portfolio Reference Number to enquiries@moneyowl.com.sg for assistance.

If there is a buy request which has been processed, you can get your monies back by selling your investments and subsequently withdrawing your monies from your Cash Account.