WALKTHROUGH

Account Opening

How to start an account with AutoWealth?

Financial Consultation

Explore the different ways to setup a virtual financial consultation with us

Fund Deposit

Learn how to do fund deposit and set up regular Investment top-ups (i.e Dollar Cost Averaging)

Monitoring Portfolio

Learn about the key features of AutoWealth Client Module

Update Risk Profile

Want to make changes to your financial goals or risk profile level? Find out how you can do so!

Create New Portfolio

Learn how you can fulfill your different investment needs by creating multiple portfolio

Fund Withdrawal

Made Profit ? Want to withdraw some to reward yourself?