Add A Holding

Finmo Portal

  1. 1. Navigate to the Invest dashboard

    Navigate to the Invest dashboard
  2. 2. Click on Add Holdings

    Click on Add Holdings
  3. 3. Click on Step 1: Choose a fund…

    Click on Step 1: Choose a fund…
  4. 4. Click on CASH + FLEXI (SGD)

    Click on CASH + FLEXI (SGD)
  5. 5. Click on CASH + FLEXI (SGD)…

    Click on CASH + FLEXI (SGD)…
  6. 6. Click on Next Step

    Click on Next Step
  7. 7. Click on Step 2: Enter Amount…

    Click on Step 2: Enter Amount…
  8. 8. Click on Step 2: Enter Amount…

    Click on Step 2: Enter Amount…
  9. 9. Your Holding is added to your portfolio

    Your Holding is added to your portfolio