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Financial Portfolio Overview
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Quick Guide to the All-New Interface
Navigate Your Wealth
Portfolio and 6 Major Asset Classes
View account balances and use shortcuts to transfer funds, open time deposits, or perform FX
transactions.
Select an account to view its details.
Swipe left or right to switch between different accounts.
Select an account to view its details.
Swipe left or right to switch between different accounts.
Easily monitor all your investments, including Mutual Funds, Stocks/ETFs, Bonds, Structured Notes,
and Premium Currency Investment (PCI)/Structured Investment (SI).
Tap on an investment category to view more information.
Tap on an investment category to view more information.
Review existing policy information, including your next premium due date and total premiums paid.
Check your payment due date and latest statement balance.
Select a loan to view its outstanding balance, payment due dates, repayment history, and loan
information.
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