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Step 1: Log in to OCBC Mobile or Internet Banking
On mobile app
From the menu bar on the top left, tap on ‘Invest’, then ‘Equities’.
On desktop
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Step 2: Select ‘Portfolio’ from the navigation bar
On mobile app
Tap on ‘Portfolio’ at the bottom of the screen, then the individual portfolio for details.
On desktop
Click on ‘Investments & Insurance’, then ‘Portfolio’ (under ‘Equities’). You can then select each of the portfolio tabs for details.
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Another way to view your portfolio
On mobile app
From your account dashboard, tap on ‘What you have’. Then, scroll down and tap on your securities account.
For your security, to access services like adding payees, changing transaction limits and updating personal details, you must wait up to 12 hours for OCBC OneToken to be fully activated.
Security advisory: Do NOT share your One-Time Password (OTP) with or provide your OneToken authorisation to anyone without knowing the intended purpose. Never share your OTP with family and friends, phishing websites, OCBC Bank staff or the police. Always go to https://www.ocbc.com/login or use the OCBC app to make your transactions.