Firstly, you will need to create an SRS account with either DBS, OCBC, or UOB.
You will need to enter your SRS account number and bank name, so do have it on hand!
If you are a foreigner, you will need to provide your FIN and upload proof of identification. We will get in touch with you for verification.
Next, you'll have to create a new portfolio (either General Investing or Plan for Retirement) in your StashAway account. There'll be an option "I want to fund this portfolio with my SRS account" at the start.
Once you have entered your SRS account number and bank name, you can proceed to set up a deposit request.
If you've set up a standing instruction, we will automatically request the SRS funds from your SRS account on your behalf each month, so there is no need to make a new deposit request.
After we've received your deposit request, it will take about 2 to 3 business days for the bank to process it. Thereafter, you can expect to receive a confirmation email from us, once we've received the funds successfully.