How do I invest my SRS funds using StashAway?
If you haven’t done so already, open an SRS contribution account with DBS, OCBC, or UOB. Then, you can add your SRS account details to your StashAway account.
You'll have to create a new portfolio (either General investing or Plan for retirement) in your StashAway account, via this link: https://app.stashaway.sg/goals/select.
There'll be an option "I want to fund this portfolio with my SRS account" at the start:
After we have verified your SRS account, you can plan your StashAway SRS investments right from the StashAway mobile or desktop app. On your behalf, StashAway will request the SRS funds from your SRS contribution account bank (DBS, OCBC or UOB) on the date you have specified with the amount you specify.
The investment amount and schedule into StashAway from your SRS account can be changed at any time through the StashAway app.