Walkthrough
A quick tour of your investment platform and how to get started
A step-by-step solution that guides you to complete the process and understand your investment better
Account Opening
How to Start an account with AutoWealth ?
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Financial Consultation
Explore the different ways to setup a virtual financial consultation
with us
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Fund Deposit
Learn how to do fund deposit and set up regular investment
top-ups (i.e Dollar Cost Averaging)
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Monitoring Portfolio
Learn about the key features of AutoWealth Client Module
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Update Risk Profile
Learn about the key features of AutoWealth Client Module
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Create New Portfolio
Learn how you can fulfil your different investment needs by creating multiple portfolio
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Fund Withdrawal
Made profit ? Want to withdraw some to reward yourself ?
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