OCBC securities account balance?

smallboi09

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Hi all

Sorry new here and a noob question

I was wondering if it's possible for me to see my balance in my OCBC securities account?

For e.g. I transferred an amount via EPS from my DBS bank account to pay for my shares.

Possible to check the amount that went into the account from OCBC side? :O
 

OCBC Bank

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Hi all

Sorry new here and a noob question

I was wondering if it's possible for me to see my balance in my OCBC securities account?

For e.g. I transferred an amount via EPS from my DBS bank account to pay for my shares.

Possible to check the amount that went into the account from OCBC side? :O

Hi there,

To check on your account balance, please log in to iOCBC.
First, click on the Portfolio tab and then Trust Balance.

If you have further queries on this, you may contact our Securities department at 1800 338 8688, 8.30am to 6pm (Mondays to Fridays excluding public holidays).

^DG
 

Clovis

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Hi,

Sorry to hijack this thread.
Noob here as well, I will like to know upon transfer the cash from DBS EPS to OCBC securities. The shares that I purchased will be deducted from there, am I right? And when I sold the share the money will be transfer to my DBS account?

Eg:
Bought: 1 lots @ $1.00 on 3 Dec, payment ($1000) via DBS EPS on 4 Dec
Sold: 1 lots @ $0.90 on 8 Dec and make a loss of $100, remaining amount should be credited back to my DBS account?
 

reddevil0728

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Hi,

Sorry to hijack this thread.
Noob here as well, I will like to know upon transfer the cash from DBS EPS to OCBC securities. The shares that I purchased will be deducted from there, am I right? And when I sold the share the money will be transfer to my DBS account?

Eg:
Bought: 1 lots @ $1.00 on 3 Dec, payment ($1000) via DBS EPS on 4 Dec
Sold: 1 lots @ $0.90 on 8 Dec and make a loss of $100, remaining amount should be credited back to my DBS account?

Depends on which account u link your CDP to
 

Clovis

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Depends on which account u link your CDP to

I had linked it to my DBS account so upon the share sold the money will go into my DBS account?

Reason being is till now, I had yet to receive the amount. And the $100 loss appear on the DBS EPS. But the initial amount transfer for the purchased had shown in the trust balance. Do I still need to transfer the $100 loss to OCBC securities?
 

OCBC Bank

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Hi,

Sorry to hijack this thread.
Noob here as well, I will like to know upon transfer the cash from DBS EPS to OCBC securities. The shares that I purchased will be deducted from there, am I right? And when I sold the share the money will be transfer to my DBS account?

Eg:
Bought: 1 lots @ $1.00 on 3 Dec, payment ($1000) via DBS EPS on 4 Dec
Sold: 1 lots @ $0.90 on 8 Dec and make a loss of $100, remaining amount should be credited back to my DBS account?

I had linked it to my DBS account so upon the share sold the money will go into my DBS account?

Reason being is till now, I had yet to receive the amount. And the $100 loss appear on the DBS EPS. But the initial amount transfer for the purchased had shown in the trust balance. Do I still need to transfer the $100 loss to OCBC securities?

Hi Clovis,

Please share with us your mobile number via private message. We will arrange for our Securities team to get in touch.

^DG
 
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