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New i-Access User Guide
Elevate your investing experience with the new i-Access by Affin Hwang AM
CONVENIENT . ENVIRONMENTALLY FRIENDLY . SAFE . SECURE
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Contents
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About i-AccessWhat’s new?...............................................................
Getting StartedHow to Login……………………………………………………….....Forgot Password……………………………………………………..
TransactionHow to top up………………………………………………………..How to buy a fund………………………………………………....How to switch…………………………………………………………How to redeem……………………………………………………...
Managing your profileHow to retrieve e-Statement………………………………….How to retrieve Transaction Advice/ Tax Voucher/Income Distribution Letter……………………………………..How to register a new bank account………………………How to check my transaction status……………………....
Contact Us………………………………………………………………………
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Collapsible SidebarMenu
Click on these Icons to navigate to:• Home• My Accounts• Transact Now• Transaction History• Funds Catalogue• Insights• In the Spotlight
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Customise your Dashboard
This function enables you to customise what you would like to see on your dashboard.Enable functions like Currency Allocation or Country Allocation to view your portfolio(s) ina holistic manner.
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Overall Summary of your Investments
This feature displays an overall summary of your investment(s) at a glance, such as your totalinvestment, net investment, and total gains and losses.
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Insurance Information
This feature displays details of your insurance coverage based on the fund(s) you have investedwith Affin Hwang AM. This Insurance Plan is complimentary for investors who invest in any ofthe Eligible Fund(s) via Affin Hwang AM's internal Distribution Channel and/or authorised UnitTrust Consultants. Contact us for more details.
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Quicklinks
This feature enables one-click navigation to:
• Transaction History
• Invest in a Fund
• Download your E-Statement
• Manage your Profile
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Yearly Investment Performance Chart
This feature displays a dynamic chart of your accounts’ yearly investment performance.Enable the function to view any account or all accounts as a portfolio.
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Dashboard Features
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View Returns on Invested Capital
After years of managing your portfolio by doing multiple investments, switching andredemption, it’s easy to lose track of your initial invested capital. This function allows you totrack your invested capital easily. At the Dashboard, and My Accounts page, you will be able totrack your returns based on your invested capital.
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Customisable date of e-Statement
This custom date feature allows you to select a period of choice to generate your statements.The statements are downloadable too!
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Enhanced Transaction History
This feature can be found on the left tab. This page enables you to search a transaction, trackyour historical transactions and view your processing transactions all in one page.
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Other New Features
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Mobile Friendly
With the new launch, the website is now mobile friendly! No more tables that would requirescrolling or fonts that are too small to read. You can access your account anywhere, anytime!
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Chat with Us!
Whenever you need help, we are just a click away! The Chat with Us function is a live chatwhere we can answer to your questions in the fastest manner. No more waiting in line on thephone, listening to long pre-recorded messages and there is no need to purposely walk in toany branches to get your enquiries answered.
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Personalise your account names
This feature enables you to personalise your account names, instead of looking at your accountnumber. You may change your account names by clicking on the icon beside the Accountnumber in My Accounts page.
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HOW TO LOGIN• New i-Access users
• Forgot Password
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New to i-Access?Follow these steps to create your new i-Access account.Please note that if you currently have an i-Access usernamelogin, you will be required to sign up for a new email login byfollowing the steps below.
METHOD 1:1. Click on SIGN UP FOR AN ACCOUNT HERE to start registering
your account.
New i-Access users
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New i-Access users
2. Fill in your email address anddesired password.
Click on CREATE AN ACCOUNTto proceed.
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3. You will be asked to verifyyour email address. Key inthe access code sent to youremail, and click onCONTINUE.
New i-Access users
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4. Once you clicked on submitbutton, you will besuccessfully logged into thei-Access investment portal.
Click on GET STARTED tobegin!
5. A pop-up page will appear tolink your account with your IC/ Passport Number. Key in thedetails and click on NEXT.Please remove the dash inbetween the digits, i.e.88123121234.
6. This is a verification step,where a TAC code will be sentto your registered mobilephone number. Click onNEXT to receive your TACcode via SMS. Pleaseremember not to share yourTAC code with anyone.
New i-Access users
7. Congratulations! You havesuccessfully created youri-Access account. Click onCONTINUE to start exploringthe all new i-Access!
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METHOD 2:1. Click on SIGN UP FOR AN ACCOUNT HERE to start registering
your account.
New i-Access users
2. Select the social account iconof your choice to continuewith an existing account.
*Please note that once you haveselected this method to sign upfor an account, you will not berequired to key in your email andpassword in your future logins.
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3. You will be asked to selectyour current account or useanother account. Pleaseselect the account you wouldlike to sign up with.
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New i-Access users
4. Ensure that your emailaddress is correct and click onCREATE AN ACCOUNT.
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5. You will be asked to verifyyour email address. Key inthe access code sent to youremail and click onCONTINUE.
7. Congratulations, you havesuccessfully created youri-Access account!
Forgot Password
1. If you have forgotten yourpassword, please click onFORGOT PASSWORD.
2. Enter the Email Address thatyou have registered, and clickSEND.
Have you forgotten your password? Please follow these steps to reset your password.
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If you have forgotten yourregistered email, pleasecontact Customer Care formore assistance.
Forgot Password
3. Instructions to reset passwordwill be sent to your registeredemail.
4. In your email, please click on the RESET PASSWORD buttonto change your password.
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Forgot Password
5. Please key in your desiredpassword and confirm yourpassword. Click on UPDATEPASSWORD to proceed.
6. Congratulations! Yourpassword has beensuccessfully changed. You maylog in using your newpassword.
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HOW TO MAKE A TRANSACTION?i. How to Top Up?
ii. How to Buy a New Fund?
iii. How to Switch?
iv. How to Redeem?
TRANSACTION
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How to Top-Up into an Existing Fund? Please follow these steps to begin.
1. Click on Transact Now on the side bar.2. Select the account that you would like to transact with.3. Select Top-up.4. Select the Plan of the Fund.5. Select the Fund you would like to make a top-up and click
CONTINUE to proceed.
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Transaction: Top-Up
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01000xxxxxx (UTF)
Transaction
6. Please key in the amount you would like to top-up. The salescharge shown is as stated in the Fund’s prospectus. Click onINVEST NOW to proceed. Alternatively, you can also chooseto ADD TO CART.
Transaction: Top-Up
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7. Please read the warning statements and acknowledgementstatement. Tick the box for acknowledgment and clickCONTINUE to proceed to check out.
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Transaction: Top-Up
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8. Click on NEXT to continue theverification process.
9. Key in the TAC code receivedon your mobile phone andclick on PROCEED.
10. Select the bank account you would like to transact with andclick on the AGREE AND CONTINUE button to complete thetransaction.
Transaction: Top-Up
9. Once payment is completed,please click on CONTINUE togo back to Merchant’s site. Apop up message will appear toindicate that the payment isbeing processed. PLEASE DONOT REFRESH, CLICK TO GOBACK, OR CLOSE THEWEBPAGE.
10. You will be redirected to thispop up to indicate that thepayment is successful andyour transaction is beingprocessed. You will alsoreceive an email confirmationon your transaction(s). Clickon CONTINUE to go back tothe Transact Now page.
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Transaction: Top-Up
Transaction: Buy New Fund
How to Buy a New Fund? Please follow these steps to begin.
1. Click on Transact Now on the side bar.2. Select the account that you would like to transact with.3. Select Buy New Fund and click on CONTINUE.
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4. Click on the drop down icon to select your preferred Fundand enter the amount you would like to invest. The salescharge shown is as stated in the Fund’s prospectus. Selectyour distribution instruction and click on INVEST NOW toproceed. Alternatively, you can also choose to ADD TO CART.
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01000xxxxxx (UTF)
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5. Please read the warning statements and acknowledgementstatement. Tick the box for acknowledgment and clickCONTINUE to proceed to check out.
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Transaction: Buy New Fund
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6. Click on NEXT to continue the verification process.
7. Key in the TAC code receivedon your mobile phone andclick on PROCEED.
8. Select the bank account you would like to transact with andclick on the AGREE AND CONTINUE button to complete thetransaction.
Transaction: Buy New Fund
Transaction
9. Once payment is completed,please click on CONTINUE togo back to Merchant’s site. Apop up message will appear toindicate that the payment isbeing processed. PLEASE DONOT REFRESH, CLICK TO GOBACK, OR CLOSE THEWEBPAGE.
10. You will be redirected to thispop up to indicate that thepayment is successful andyour transaction is beingprocessed. You will alsoreceive an email confirmationon your transaction(s). Clickon CONTINUE to go back tothe Transact Now page.
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Transaction: Buy New Fund
Transaction: Switching
How to Switch a Fund? Please follow these steps to begin.
1. Click on Transact Now on the side bar.2. Select the account that you would like to transact with.3. Select Switch.4. Select the Plan of the Fund.5. Select the Fund you would like to switch from and click
CONTINUE to proceed.
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01000xxxxxx (UTF)
6. From the selected Fund, click on the drop down icon tochoose the Fund you would like to switch into and key in thedesired amount. The balance of units will be auto calculatedfor you. Click on SWITCH NOW to proceed. Alternatively, youcan also choose to ADD TO CART.
Transaction: Switching
Switch All Units function – Tick this box to auto switch all your units.
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Transaction: Switching
7. Please read the warning statements and acknowledgementstatement. Tick the box for acknowledgment and clickCONTINUE to proceed to check out.
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Transaction: Switching
8. Click on NEXT to continue theverification process.
9. You will be redirected to thispop up to indicate that yourtransaction is being processed.You will also receive an emailconfirmation on yourtransaction(s). Click onCONTINUE to go back to theTransact Now page.
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Transaction: Redemption
How to Redeem a Fund? Please follow these steps to begin.
1. Click on Transact Now on the side bar.2. Select the account that you would like to transact with.3. Select Redeem.4. Select the Plan of the Fund.5. Select the Fund you would like to redeem from and click
CONTINUE to proceed.
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01000xxxxxx (UTF)
6. From the selected Fund, key in the amount of units youwould like to redeem. The balance of units will be auto-calculated for you. Next, click on the drop down icon toselect your preferred payment method and then click onREDEEM NOW.
7. Click on ADD NEW BANK ACCOUNT to register a new bankaccount for your redemption. If you have previouslyregistered a bank account, please skip Steps 7, 8 & 9, andproceed to Step 10.
Transaction: Redemption
Redeem All Units function – tick this box to auto redeemall your units.
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8. Please key in your bank account number, select the name ofthe bank, and tick the box if you would like to save the bankdetails as your default bank account. Click on ADD tocomplete your registration.
Note: Only applicable to an individual bank account and is subjected to approval.
Transaction: Redemption
9. Click on NEXT to continue the verification process.
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10. The bank account that has been registered will appear underthe payment instructions. Please ensure all information iscorrect before clicking on the REDEEM NOW button.Alternatively, you can also choose to ADD TO CART.
Transaction: Redemption
ADD NEW BANK ACCOUNT – Click on this button if youwould like to change the registered Bank Account.
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Transaction – Switching
11. Please read the warning statements andacknowledgement statement. Tick the box foracknowledgment and click CONTINUE to proceed to checkout.
Transaction: Redemption
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Transaction: Redemption
12. Click on NEXT to continue theverification process.
13. You will be redirected to thispop up to indicate that yourtransaction is being processed.You will also receive an emailconfirmation on yourtransaction(s). Click onCONTINUE to go back to theTransact Now page.
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Transaction: Redemption
i. How to retrieve e-Statement?
ii. How to retrieve Transaction Advice/Tax Voucher/ Income Distribution Letter?
iii. How to register a new bank account?
iv. How to check my transaction status?36
MANAGING YOUR ACCOUNT
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Retrieve e-Statement
1. In your Home page, go to the Quicklinks dashboard section.
2. Click on the My Accounts icon on the sidebar.
3. It will redirect you to My Accounts page and display all theaccounts you have invested in. You may select the option toshow return since first investment. Click on the accountname to view.
Customer
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Retrieve e-Statement
4. You will be redirected to your selected account's investmentholdings. Click on Statements.
5. A drop down button will appear for you to select a period. Itvaries from the last 30 days to a customized time period. Clickon the GENERATE button when selection is complete.
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xxxxxxx
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Retrieve e-Statement
6. Your Statement of Account should appear below. Click onDownload to download it on your PC or mobile in PDF format.Your e-Statement is now ready for print in hardcopy.
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1. In your Home page, go to the Quicklinks dashboard section.
2. Click on the My Accounts icon on the sidebar.
3. It will redirect you to My Accounts page and display all theaccounts you have invested in. You may select the option toshow return since first investment. Click on the accountname to view.
Customer
Retrieve Transaction Advice, Tax Voucher,Income Distribution Letter
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Retrieve Transaction Advice, Tax Voucher,Income Distribution Letter
4. You will be redirected to your selected account's investmentholdings. Click on the fund you would like to view.
xxxxxxx
5. Scroll down the page to the Transaction History section. EachTransaction Advice/ Tax Voucher/ Income Distribution Lettercan be found under the particular transaction done.
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Register New Bank Account
1. Click on your profile icon on the top right corner. A sidebarwill appear from the right. Click on My Profile.
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2. Click on Bank Account and click on the Edit button for theaccount that you wish to update.
CustomerC
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- xxxxxxxx
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Register New Bank Account
3. Click on + BANK ACCOUNT. Fill in your bank account detailsand select default to make this your default bank account.
4. If you have more than one Affin Hwang AM Account, youmay register this bank account to them here.
5. Click UPDATE at the end of the page to proceed.
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- xxxxxxxx
Customer
xxxxxxxxxxxx
xxxxxxxxxxx (UTF)
- xxxxxxxx
7. Click on NEXT to continue the verification process.
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Register New Bank Account
6. Please confirm all information is correct and click CONFIRMto proceed.
8. Key in the TAC code receivedon your mobile phone andclick on PROCEED.
- xxxxxxxx
Customer
xxxxxxxxxxx
9. Your request will be submitted after the verification. You may click on CONTINUE to go back to your profile.
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Register New Bank Account
10. You may click on View Past Updates to check on the statusof your update or view updates that has been donepreviously.
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1. Click on Transaction History on the sidebar.
Transaction Status
2. Click on the Processing Tab to check on your transactionstatus.
Transaction Status
HELP US IMPROVE!We are constantly looking to improve our services to serve youbetter. Your feedback is appreciated. Talk to us and let usunderstand how we can help you.
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