Advertisement

Anonymous

19 Apr 2021

∙

Any way to check investments with Endowus using UOB Kay Hian platform?

Besides using endowus platform, can we check using UOB Kay Hian platform? How do we know there is indeed an account under our name with UOB Kay Hian?

Endowus UOB Kay Hian UTRADE

3

Discussion (3)

What are your thoughts?

Learn how to style your text

Endowus

19 Apr 2021

Hi Anon,

Clients can reach out to UOB Kay Hian Client Services hotline directly to verify their UOB Kay Hian account details if they wish to through the UOB Kay Hian hotline: 6536-9338.

Do note that all Endowus transactions need to be executed via the Endowus platform.

Reply

Save

Wrong Sean

17 Apr 2021

UOB Kay Hian used to send out monthly statement for the Endowus portfolio. However they will stop from April 2021 and will ask you to check the portfolio value directly at Endowus, due to the lag time between the actual and stated value.

When I first applied for Endowus, I also received letter from UOB Kay Hian on the account opened with them. You could check your mail to see if you received it previously.

I don’t use UOB Kay Hian so I don’t know about their platform. The CPFIS statement from UOB will also reflect how much is invested with Endowus but will not have the market value reflected.

Actually the UOB Mighty app doesn’t show the market value of the CPF portfolio, just show what is the holdings. Strange but true.

Reply

Save

J Ang

16 Apr 2021

I think invest directly has more control over your funds and less overhead. There is small fees here...

Write your thoughts

Related Posts

In the event that we do not want to use Endowus anymore as our Financial Advisor and we choose not to liquidate our holdings held at UOBKH, will we still hold our own account with UOB Kay Hian?

If I’m investing using USD via Standard Chartered, is there a way to transfer USD via transferwise or other similar platforms for the use of investment?

I am keen to invest my SRS using Endowus. It is said that the investments are held in UOB KayHian under my name. I wanted to hear from the larger community, is this method truly safe?

Which is better for gold investment - Physical gold through UOB Kay Hian or Gold ETFs (e.g. GLDM)?

There has been recent news of investors unable to access their brokerage accounts when the stock market is down more than 5%. How does Endowus's software handle such errors if happens to UOB Kay Hian?

Related Products

Endowus

4.7

658 Reviews

Endowus Cash Investments Portfolio

Equities, Bonds

INSTRUMENTS

0.25% to 0.60%

ANNUAL MANAGEMENT FEE

$1,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

UOB Kay Hian UTRADE

3.5

11 Reviews

StashAway

4.7

1293 Reviews

Related Posts

In the event that we do not want to use Endowus anymore as our Financial Advisor and we choose not to liquidate our holdings held at UOBKH, will we still hold our own account with UOB Kay Hian?

If I’m investing using USD via Standard Chartered, is there a way to transfer USD via transferwise or other similar platforms for the use of investment?

I am keen to invest my SRS using Endowus. It is said that the investments are held in UOB KayHian under my name. I wanted to hear from the larger community, is this method truly safe?

Which is better for gold investment - Physical gold through UOB Kay Hian or Gold ETFs (e.g. GLDM)?

There has been recent news of investors unable to access their brokerage accounts when the stock market is down more than 5%. How does Endowus's software handle such errors if happens to UOB Kay Hian?

Advertisement