How To Add Funds To Your Syfe Portfolio

    You can do so in 2 ways:

    • One-time transfer from your bank account to your Syfe portfolio(s)
    • A recurring transfer / Standing Instruction from your bank account to your Syfe portfolio(s)

    One-time bank transfer

    You may use PayNow or Internet Banking (FAST Transfer) to transfer funds in SGD.

    FAST (Fast and Secure Transfer)

    This is an electronic funds transfer service that lets you transfer SGD funds quickly to us. For funding via FAST, you may direct your funds to the following bank account:

    • DBS Bank Account: 0720110196 (Bank branch code: 072)
    • Name: Syfe Pte Ltd Clients AC
    • Swift/BIC: DBSSSGSG or DBSSSGSGXXX (if using Citibank)

    Please remember to include your Portfolio ID in the reference / comments field. This ensures that your funds are matched correctly to your portfolio.

    You can view your Portfolio ID by logging in and clicking on your chosen portfolio. The ID will be at the bottom of the screen for mobile app users.

    PayNow via Unique Entity Number (UEN)

    For PayNow via UEN, key in Syfe UEN number: 201834952HDBS, or search for Syfe Account Number.

    Complete the transfer by keying in the amount and entering your Portfolio ID in the reference / comments field. Again, this ensures that your funds are matched correctly to your portfolio.

    You can view the Portfolio ID by logging in and clicking on your chosen portfolio. The ID will be at the bottom of the screen for mobile app users.

    You can also scan the QR code below for PayNow.

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    Recurring transfer / standing instruction

    Setting up a recurring transfer or standing instruction with your bank is an easy way to contribute funds to your Syfe portfolio(s) on a regular basis. You can choose to set up weekly, monthly, or quarterly contributions.

    Kindly refer to the hyperlinked guides for detailed instructions on how to set up a standing instruction for the following financial institutions.

    Do ensure that you include your portfolio ID in the reference / comments field when setting up your recurring transfer. This will match your funds correctly to your portfolio.

    You can view your Portfolio ID by logging in and clicking on your chosen portfolio. The ID will be at the bottom of the screen for mobile app users.

    If you are creating recurring transfers for multiple Syfe portfolios, please set them up separately. Do remember to include the respective Portfolio IDs in your recurring transfer transactions.

    How to transfer funds between Syfe portfolios

    You can move money from one portfolio (e.g. Syfe Cash+) to another portfolio (e.g. Syfe REIT+) anytime.

    See how here.

    Frequently asked questions

    How long after I made a transfer do my funds get invested?
    Your funds will be fully invested within 1 – 2 business days. More details here.

    What happens if I forget to include my portfolio reference code?

    Your investment may be delayed. Our client service team will reach out to confirm your Portfolio ID. Kindly respond to our emails / calls so that we may proceed with investing your funds.

    Alternatively, you may contact us directly at [email protected] to let us know your Portfolio ID.

    Can I transfer USD to my Syfe portfolio?

    For amounts in USD, you may use wire transfer (Telegraphic Transfers), or online payment services like Transferwise. Please note that there is a minimum of US$10,000 required if you wish to transfer your funds in USD.

    Can I transfer funds in other currencies to my Syfe portfolio?

    At present, you may make a Telegraphic Transfer (TT) in the following currencies: SGD, USD, AUD, CAD, CNH, HKD, NZD, GBP, NOK, SEK, CHF, EUR and JPY.

    However, as Syfe’s multi-currency account takes only USD and SGD, your funds will get converted to either USD or SGD at our bank DBS’ prevailing rates, depending on your TT instruction.

    If you do not specify a currency in your TT instruction, the default option is for your funds to be converted to SGD. More details here.