Investment and Savings

The primary holder is required to open a MoneyOwl Account and Personal Investment Account. Please prepare the minor’s birth certificate/NRIC or passport (foreigners). These documents are required for the Joint Investment Account opening.

  1. For primary holders who are already our existing investment client:
    • Log in to your MoneyOwl Account
    • Under Investment and Savings Card> Select one of the portfolios
    • Click on ‘Add Portfolio’> Select ‘Joint Account’ Card> Select ’Below 18’ for the age of secondary holder
    • Fill in minor details as a secondary holder and upload the necessary document(s)
  2. If the primary holder has no MoneyOwl user account:
    • Set up your MoneyOwl User Account.
    • Log in to your MoneyOwl Account and click on “Start Investing” under the “Investment & Savings” Card.
    • A personal investment portfolio will be recommended upon completion of the investment journey. You do not need to fund this portfolio if your intention is to create a Joint Investment Account.
    • Once your personal investment portfolio is opened, you may follow the steps below to set up your Joint Investment Account:
    • Log in to your MoneyOwl Account
    • Under Investment and Savings Card> Select one of the portfolios
    • Click on ‘Add Portfolio’> Select ‘Joint Account’ Card> Select ’Below 18’ for the age of secondary holder
    • Fill in minor details as a secondary holder and upload the necessary document(s)

Can't find what you are looking for?

Leave a message with your question and we’ll get back to you!

Essential tips to navigate major life stages

Investment Solutions for your goals

Insurance Solutions for your life stage

Breaking down life’s financial curiosities

First-of-its kind insurance plan rating & commentary

Breaking down life’s financial curiosities

First-of-its kind insurance plan rating & commentary

Comprehensive guidance and principles

Calculators

Understand your needs. Identify your coverage gaps

Discover what kind of investor are you and get portfolio recommendation
Estimate your eligible grants, loan amount, and maximum BTO price you can afford
Find your HDB Resale Grants and plan your finances with confidence

Others

Write your will online and leave a financial legacy for your loved ones

Take OwlPersonality Quiz to discover your money personality

Get guided to the right insurance with help from our referral partners

Latest financial tips and insights from MoneyOwl’s experts
Videos on financial planning, investments, and insurance needs

See MoneyOwl in the news with media highlights and press releases

Join our public talks and webinars to learn financial literacy from expert advisers
See MoneyOwl in the news with media highlights and press releases
Join our public talks and webinars to learn financial literacy from expert advisers
Discover our purpose, mission, and CEO’s message on financial security for every life stage
Our Board provides strategic guidance and uphold MoneyOwl’s mission
Get to know the team behind MoneyOwl, building better financial guidance for every life stage