How To Invest Surplus Cash

Modified on Wed, 7 May at 12:08 PM

Go into the All Account Actions dropdown (double cog icon) :


Select "Portfolio Switch/Rebalance":


Select "Invest Surplus Cash" and follow the three step process :

You have the option to view, print and save locally PDF amendment and illustration documents if you wish, and then submit the request:


Please note.


The above cannot be actioned for the UOB product, in order to invest the surplus cash on this particular investment, please raise a Freshdesk ticket.





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