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)

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MoneyOwl to wind down all commercial activities

MoneyOwl is winding down its financial advisory business and all commercial activities will cease by December 31, 2023. 

For more information, please visit our microsite here.

MoneyOwl to be acquired by Temasek Trust

MoneyOwl announced on November 28, 2023, that Temasek Trust has signed an Expression of Interest to acquire MoneyOwl and re-purpose it under a new model. 

For more information, please visit our microsite here.