Launch AmOnline app > Tap “Account” > Swipe left to “Investment” > Tap your UT account > Scroll down to “My Portfolio”.

It is an estimated unrealised gain/loss based on the latest available Net Asset Value (NAV).

Launch AmOnline App > Tap “Account” > Swipe left to “Investment” > Tap your UT account > Tap “Transaction History.”

You can view your transaction history for up to the past 2 years.

It may take around 5 to 10 calendar days depending on the fund that was bought/redeemed, as required by the Fund Management Company.

Launch AmOnline app > tap “Account” > swipe left to “Investment” > tap your UT account > tap “Transaction History” > tap on the download icon to download the transaction history.

Yes, you can download the receipt of the transaction that you performed in AmOnline at Recent AmOnline Transactions.

Go to Recent AmOnline Transactions > Tap on Transaction > Tap View Receipt

You can get more information below:

• Go to AmOnline app > tap “Browse Fund” > tap on the fund that you are interested in
• At your “My Portfolio” page > tap on the fund that you are interested in > tap “Buy More”

The information below is available:

• Prospectus.
• Fund Fact Sheet.
• Product Highlight Sheet.
• Financial Report.
• Fund performance and other information relating to the fund.

Please read the disclaimer and tap on “Accept Disclaimer” to accept the disclaimer to access the available information.

 

Launch AmOnline app > tap “Account” > swipe left to “Investment” > tap on your Unit Trust account. Below details will be available to you.

• Daily Market Snapshot – Quick view of the current market trend.
• Wealth Digest – Summary of the latest market trends and opportunities.
• Notices

Risk Profile shows your risk preferences when it comes to investing. You can choose your preferred Risk Profile during Investment Account Opening via AmOnline or when you want to update it later in your Unit Trust Account Details.

Funds will be displayed for purchase according to your Risk Profile, as Suitable or Other Funds.

Go to your Unit Trust account details page and tap on “Update Risk Profile” menu. Joint Investment Account holders cannot update their risk profile via AmOnline.

You will need to update your Risk Profile if it has expired, for you to buy funds in AmOnline. You might also want to update it if your risk preferences have changed.