Can I invest in SMART Portfolio via regular monthly investments?

The initial minimum investment amount for SMART Portfolio (General Investing) is SGD 300.

Thereafter, there is an optional subsequent monthly investment with the minimum amount starting from SGD 100.

The initial minimum investment amount for SMART Portfolio US Equity is SGD 3,000 / USD 2,500.

Thereafter, there is an optional subsequent monthly investment with the minimum amount starting from SGD 300.

Option 1: Internet Bill Payment Standing Instruction

You may choose to do regular monthly investments in your SMART Portfolio by setting up a standing instruction to make monthly investments through your internet banking. 

Step 1: Login to your internet banking portal

Step 2: Choose ‘Pay Bills’

Step 3: Choose ‘Phillip Securities’ as the payee

Step 4: Key in your 7-digit SMART Portfolio account number in Bill Reference (e.g. “0123456”*)

For other options for funding your account, please refer to “How do I fund my SMART Portfolio account” under the “Investing and withdrawals” section of the FAQs.

*You may retrieve your 7-digit SMART Portfolio account number using one of the following methods:

i. If you have a POEMS Trading account, you may log in to POEMS Mobile 3 app > “Trade” page > “Robo” tab. Don’t have the POEMS Mobile 3 app? Click here to download.

ii. Log in to MyWealth mobile app. Don’t have the MyWealth mobile app? Click here to download.

iii. Log in to Phillip Wealth Management portal here.

Option 2: GIRO Arrangement

You may choose to do regular monthly investments in your SMART Portfolio by setting up a GIRO arrangement. 

Step 1: Download and print these forms:

a. Phillip Monthly Investment Plan Form

b. Phillip GIRO Form

c. Business Return Envelope

Step 2: Fill in the forms above and post it back to us.

Note: GIRO service will take effect in approximately three to four weeks after you have submitted your application and upon issuance of a confirmation letter to you.