How to Set Up eGiro With Your Bank?

01 January 2024

Set up direct debit to stay on track with your financial plans.

Direct debiting with eGiro is a fast, secure, and automated way to stick to your long-term financial plan. By investing regularly, you’ll be able to reduce the amount of volatility in your investment portfolio. Plus, it’s a proven way to build long term wealth, and often beats trying to time the markets!

Want to set it and forget it? Just follow our guide below for your respective bank. It’ll only take a few minutes!

These following instructions are current as of January 2023 and are subject to change based on any design or operational changes that the respective bank might implement. 

Set up eGiro with DBS

1. Log into your StashAway app.

DBS eGiro Setup Guide Step 1

2. Select "Transfer", and then "Put money in".

DBS eGiro Setup Guide Step 2

3. Chose the account you wish to deposit from. Under the “eGIRO” tab, select “Set up eGIRO”.

DBS eGiro Setup Guide Step 3

4. Key in your bank account details. Then, select “Continue to Bank Authentication”.

DBS eGiro Setup Guide Step 4

5. Select “Got it” on the screen, and wait for the app to redirect you to your bank.

DBS eGiro Setup Guide Step 5

6. Log into your bank account and fill in the required information under “Setup Arrangement”

On your DBS app,security limit” refers to the maximum amount that you allow StashAway to withdraw from your DBS bank account. This isn’t the same amount as the transfer limit.

Let’s say you plan to deposit $500 SGD dollars into your General Investing portfolio every month for 6 months. Afterwards, you intend to increase your deposits to $700 SGD for another 6 months, and potentially increase it even more after a year. In this case, you could set your DBS security limit to $1500 SGD to account for the changes you might make on your deposit plan in the future.

DBS eGiro Setup Guide Step 6

7. Review the information, and select “Submit”. Continue to authenticate the request by following the instructions provided by your bank. 

DBS 7DBS eGiro Setup Guide Step 7

8. Select “Approve” to add StashAway (Asia Wealth Platform Pte Ltd) as a recipient for eGIRO. Then, select “Done” after successfully authorising the transaction. 

DBS eGiro Setup Guide Step 8

9. Wait until your request has loaded. This might take a while, but make sure to stay on your DBS app. Once submitted, select “Log out” to complete the setup process. 

DBS eGiro Setup Guide Step 9

10. You’ll automatically be brought back to the StashAway app. Make sure to stay on the app during this step. Then, continue to set up a new deposit plan with your newly connected bank account by clicking “Set Up a Deposit Plan”.

DBS eGiro Setup Guide Step 10

11. Select either a one-time or recurring deposit.

DBS eGiro Setup Guide Step 11

12. Select the eGIRO bank account, and choose the portfolio you want to make a deposit into.

DBS eGiro Setup Guide Step 12

13. Schedule a deposit by selecting a date and a desired amount. Continue by reviewing your deposit information, and select “Confirm” on the following screen.

DBS eGiro Setup Guide Step 13

14. That’s it! Your bank will send us the exact deposit amount on your chosen date. Once we receive the funds, we’ll allocate them into your investment portfolio.

With your new eGiro setup, you'll now be able to deposit directly and easily from your bank account any time, all from the StashAway app!

DBS eGiro Setup Guide Step 14

Set up eGiro with OCBC

1. Log into your StashAway app.

DBS eGiro Setup Guide Step 1

2. Select "Transfer", and then "Put money in".

DBS eGiro Setup Guide Step 2

3. Chose the account you wish to deposit from. Under the eGIRO tab, select “Set up eGIRO”.

DBS eGiro Setup Guide Step 3

4. Key in your bank account details. Then, select “Continue to Bank Authentication”.

OCBC eGiro Bank Setup Guide for StashAway Step 4

5. Wait to be redirected to your bank and log in.

OCBC eGiro Bank Setup Guide for StashAway Step 5

6. Select “Confirm” and authorise the login via OCBC verification.

OCBC eGiro Bank Setup Guide for StashAway Step 6

7. Once the transaction has been authorised, log in to your OCBC account again.

OCBC eGiro Bank Setup Guide for StashAway Step 7

8. On the eGIRO details page, set up eGIRO by inputting the details like security limit and expiry date (both are optional).

On your OCBC app, “security limit” refers to the maximum amount that you allow StashAway to withdraw from your OCBC bank account. This isn’t the same amount as the transfer limit.

Let’s say you plan to deposit $500 SGD dollars into your General Investing portfolio every month for 6 months. Afterwards, you intend to increase your deposits to $700 SGD for another 6 months, and potentially increase it even more after a year. In this case, you could set your OCBC security limit to $1500 SGD to account for the changes you might make on your deposit plan in the future.

OCBC eGiro Bank Setup Guide for StashAway Step 8

9. Select “Submit”.

OCBC eGiro Bank Setup Guide for StashAway Step 9

10. Authorise the transaction by selecting “Confirm”

OCBC eGiro Bank Setup Guide for StashAway Step 10

11. You’ll automatically be brought back to the StashAway app. Make sure to stay on the app during this step. Then, continue to set up a new deposit plan with your newly-connected bank account by clicking “Set Up a Deposit Plan”.

OCBC eGiro Bank Setup Guide for StashAway Step 11

12. Select either a one-time or recurring deposit.

OCBC eGiro Bank Setup Guide for StashAway Step 12

13. Select the eGIRO bank account, and choose the portfolio you want to make a deposit into.

OCBC eGiro Bank Setup Guide for StashAway Step 13

14. Schedule a deposit by selecting a date and a desired amount. Continue by reviewing your deposit information, and select “Confirm” on the following screen.

OCBC eGiro Bank Setup Guide for StashAway Step 14

15. That’s it! Your bank will send us the exact deposit amount on your chosen date. Once we receive the funds, we’ll allocate them into your investment portfolio.

With your new eGiro setup, you'll now be able to deposit directly and easily from your bank account any time, all from the StashAway app!

DBS eGiro Setup Guide Step 14

Set up eGIRO with UOB

  1. Login to your StashAway App.
DBS eGiro Setup Guide Step 1

2. Select "Transfer", and then "Put money in".

DBS eGiro Setup Guide Step 2

3. Chose the account you wish to deposit from. Under the eGIRO tab, select “Set up eGIRO”.

DBS eGiro Setup Guide Step 3

4. Key in your bank account details. Then, select “Continue to Bank Authentication”.

OCBC eGiro Bank Setup Guide for StashAway Step 4

5. You will be redirected to the UOB’s app. Log into your UOB account.

UOB eGiro setup for StashAway step 5

6. Choose which account you would like to transfer funds from, input the security limit (optional), and select “Continue”.

On your UOB app,security limit” refers to the maximum amount that you allow StashAway to withdraw from your UOB bank account. This isn’t the same amount as the transfer limit.

Let’s say you plan to deposit $500 SGD dollars into your General Investing portfolio every month for 6 months. Afterwards, you intend to increase your deposits to $700 SGD for another 6 months, and potentially increase it even more after a year. In this case, you could set your UOB security limit to $1500 SGD to account for the changes you might make on your deposit plan in the future.

UOB eGiro setup for StashAway step 6

7. Review the information, and select “Yes”.  

UOB eGiro setup for StashAway step 7

8. Enter the digital token code to log into your UOB app and and click “Ok”.

UOB eGiro setup for StashAway step 8

9. Switch back to your StashAway app and set up a deposit plan. Make sure to stay on the app during this step. Then, continue to set up a new deposit plan with your newly connected bank account by clicking “Set Up a Deposit Plan”.

UOB eGiro setup for StashAway step 9

10. Select either a one-time or recurring deposit.

UOB eGiro setup for StashAway step 10

11. Select the eGIRO bank account, and choose the portfolio you want to make a deposit into.

UOB eGiro setup for StashAway step 11

12. Schedule a deposit by selecting a date and a desired amount. Continue by reviewing your deposit information, and select “Confirm” on the following screen.

UOB eGiro setup for StashAway step 12

13. That’s it! Your bank will send us the exact deposit amount on your chosen date. Once we receive the funds, we’ll allocate them into your investment portfolio.

With your new eGiro setup, you'll now be able to deposit directly and easily from your bank account any time, all from the StashAway app!


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