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How to Fund Managed Portfolio & Cash Management

You can fund your portfolio using eGIRO / linked bank account, PayNow (QR code), or other transfer methods such as PayNow via UEN, FAST, Wire Transfer, Online Remittance.

Highly recommended options:

  • eGIRO / Linked Bank Account
  • PayNow via QR code

Step-by-Step Guide

  1. Open your Syfe app and tap “Invest” or “Save.”
  2. Select the portfolio you wish to fund and tap “Add funds.”

  3. Choose your preferred funding option:

    • Option 1: eGIRO / Linked Bank Account - Enter the funding amount and follow the on-screen instructions. (Learn more)
    • Option 2: PayNow via QR Code - Generate a unique QR code and complete your transfer via your banking app (e.g., DBS, OCBC, UOB).
    • Option 3: Other Methods (PayNow via UEN, FAST, Wire Transfer, Online Remittance) - Tap “Use Other Methods”, follow the instructions for manual transfers and complete your transfer via your banking app.

    *Refer below for additional information for respective payment methods.

  4. You’ll receive an in-app notification and email confirmation once your transfer is processed.

You may also refer to the visual guide below for how the funding process looks in-app:

 

 

Additional Information by Funding Method

FAST Transfer

The maximum limit is SGD 200,000 per transaction. Ensure to select bank name “HSBC Bank (Corporate)” or “Hongkong and Shanghai Banking Corp” (you may search using the BIC Code)

Wire Transfer / Online Remittance

You may funds in SGD or USD. Syfe does not charge any fees for receiving foreign currency transfers. However, intermediary and/or remitting banks may impose charges at their discretion. These fees will be borne by clients.

For transfers via Online Remittance, please send a PDF receipt of your transfer (from your registered email) to support.sg@syfe.com.

Important Notes

  • Always include your portfolio reference code when funding funds to a Managed or Cash Management portfolio via PayNow (via UEN), FAST, Wire Transfer or Online Remittance.
  • Missing or incorrect portfolio reference code may cause delays, as manual verification will be required.
  • Deposits from joint accounts will be credited after verification, while transfers from third-party accounts will be refunded.

For more information, see How do I track my funding and ensure it’s allocated correctly?