OCBC RoboInvest
A smart and easy way to start investing
Powered by WeInvest
Why you'll love
OCBC RoboInvest
An all-in-one platform that helps to manage investments without having to interact with a human financial consultant. It is investment made simple for today's digitised world.
Get StartedEligibility
- OCBC Current OR Savings account holders
- Have access to OCBC Online Banking
- 21 years and above
- Non-US Citizens
How it benefits you
Easy to start
Choose from a selection of thematic portfolios that best matches your preference. Our portfolios are curated based on market research and insights.
Easy to start
Choose from a selection of thematic portfolios that best matches your preference. Our portfolios are curated based on market research and insights.
Invest like a pro
The algorithm is designed to make the best of market trends while you are working, travelling or even sleeping.
Invest like a pro
The algorithm is designed to make the best of marketing trends while you are working, travelling or even sleeping.
Peace of mind
Political, social, economic or even geological - any event affecting your investment globally is monitored and taken care of.
Peace of mind
Political, social, economic or even geological - any event affecting your investment globally is monitored and taken care of.
How we invest
Choose from thematic portfolios
Our 28 specially curated baskets of portfolios comprises stocks and ETFs diversified across major geographies, so it's easy to find something that suits your preference.
Automated rebalancing
Our proprietary algorithm constantly reviews your portfolio against market movements, and rebalances its constituents to optimise returns for you, with your approval of course.
What to do after you sign up
Whether you're a new or experienced investor, setting up and managing your portfolio with OCBC RoboInvest is easy, intuitive, and convenient.
Select a portfolio that fits your preference
Fund your RoboInvest portfolio from your OCBC deposit account
Sit back and relax while we do the work for you. Monitor your portfolio anytime.
Promotion
First-time investors will qualify for a cashback reward (limited to the first 500 eligible customers) in the following tiers when they invest via OCBC RoboInvest.
Terms and conditions governing the OCBC RoboInvest promotion
S$50 cashback
For total investment amount of S$3,500 up to S$10,000
S$100 cashback
For S$10,000 and above total investment amount
S$50 cashback
For total investment amount of S$5,000 up to S$10,000
S$100 cashback
For total investment amount of S$10,000 and above
Fees & Charges
Service fees
| Total invested amount | Service fee (per annum) |
|---|---|
| First S$50k | 1.5% |
| Above S$50k | 1% |
Exchange Fees and Charges
Additional exchange fees and charges applies, which vary depending on the markets and trading channels used to execute the orders.
Useful information
How to start?
How to apply?
Step 1: Log on to Internet Banking
Step 2: Select "Investments & Insurance"
Step 3: Select "RoboInvest - ETFs & Equities"
