Investing your SRS funds with Syfe is quick and easy. You may follow the below steps :
- Open an SRS bank account with an SRS bank operator (DBS/POSB, OCBC, UOB). Once your SRS bank account is open, you may contribute into your DBS/POSB or OCBC or UOB account.
- Once your above SRS bank account is ready, log into your Syfe app or website to select the portfolio you would like to invest in.
- Provide your SRS bank details and deposit instructions (refer to this link to know how to find your SRS bank details). Your SRS bank details will be saved upon this step. In case you need to update your SRS bank account details or personal particulars such as changes to your NRIC/FIN, please reach out to support.sg@syfe.com.
- Provide some additional personal details, employment & income details to continue onboarding to SRS portfolios.
- Once the details are submitted, we will work on your instruction to debit funds from your SRS bank account. After debiting, we will invest your funds into your chosen portfolio. Please visit here to understand more about the various stages of investment.