WALKTHROUGH
How to start an account with AutoWealth

Account Opening

How to start an account with AutoWealth?


How to setup a virtual financial consultation

Financial Consultation

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


How to do fund deposit and set up your regular investment top-ups (ie dollar cost averaging)

Fund Deposit

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


How to monitor your portfolio via the AutoWealth Client Module

Monitoring Portfolio

Learn about the key features of AutoWealth Client Module


How to update your goal and risk profile

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

Create New Portfolio

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


Fund Withdrawal

Fund Withdrawal

Made Profit ? Want to withdraw some to reward yourself?