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How do I track my funding and ensure it’s allocated to the correct portfolio?

You can track the status of your fund transfers under the “Transactions” card within each of your portfolios on the Syfe app.

Under ordinary circumstances, a successful transfer will be reflected in your Syfe app within 15 minutes after it is confirmed in your personal banking app. Where it shows up depends on whether you're funding an existing portfolio or a newly created one:
  • Existing portfolio: Your transfer will be added to your portfolio's cash balance while it waits to be processed. To check, go to Invest > select your portfolio > scroll down to the Transactions section. The transfer will be indicated and marked as "Funds received".
  • Newly created portfolio: Go to Invest > select your portfolio. You will be able to see the status "Transfer in progress". This will also  be displayed at the top of the "Invest" page, under Current value.

If your transfer is not reflected after 15 minutes, the portfolio reference code may have been missing, forgotten, or entered incorrectly. Please email us at support.sg@syfe.com with a screenshot of your transaction receipt and our Client Success Team will be in touch with you.

Syfe processes fund deposits during business hours (weekdays, excluding public holidays), with a cut-off time of 11 AM.

The timeline for funds to appear in your Syfe app depends on when the deposit was made:

  • Deposits made before 11 AM: Funds will be processed the same business day and will appear in your app by the end of the day.
  • Deposits made after 11 AM: Funds will be processed the next business day and will appear by the end of that business day.

Examples:

  • Client A deposits funds on Monday at 9 AM → Funds appear by Monday evening.
  • Client B deposits funds on Thursday at 5 PM → Funds appear by Friday evening.
  • Client C deposits funds on Friday at 5 PM → Funds appear by Monday evening.

What if my funds are not reflected within the expected timeline?

  • If your funds do not appear in your Syfe app after the expected processing time, it is possible that the portfolio reference code was not included in your deposit instructions.
  • The portfolio reference code helps ensure your funds are correctly allocated to your intended portfolio.
  • Please note: Due to certain limitations with some banks, even if you included the reference code, it may not be reflected in the transaction we receive from our partnering bank.

Scenario 1: Funds credited to Brokerage account

If you are a user of both Managed Portfolios and Brokerage, and a reference code was missing or unlinked, your funds may have been credited into your Brokerage account by default.

You can check this by:

  1. Go to Menu > Funds (Brokerage) > Transactions.
  2. If funds are reflected here, and you wish to move them to your intended portfolio:
    • Tap Menu > Funds (Brokerage) > Withdraw Funds > Select reason for withdrawal: Others > Reallocate Funds.
    • Select your intended portfolio to complete the transfer.

By following these steps, you can reallocate your funds to your intended portfolio.

Scenario 2: Funds not reflected in either portfolio or Brokerage account

If you do not see the funds in either your selected portfolio or your Brokerage account, please check your email inbox for any messages from Syfe with further instructions.

If you have not received any email, please email us at support.sg@syfe.com with the following details:

  • Proof of Transfer: Screenshot of your bank transaction.
  • Portfolio Reference Code: You can retrieve this by tapping the “⋮” icon beside your portfolio name and copying the “Portfolio Reference Code.”

We will review your request and get back to you within one business day.