When you create a portfolio,
Step 1: Select "I want to fund this portfolio with my SRS account" at the start
Step 2: Add your SRS account details to your StashAway account.
Step 3: Create a new portfolio (either General Investing or Plan for Retirement/ Income Portfolio/ StashAway Simple™ Portfolio) in your StashAway account.
Step 4: Choose “I want to fund this portfolio with my SRS account”
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.