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Online Unit Trust

Get started with Unit Trust on the OCBC Malaysia Mobile Banking app.
Now, you can invest at your own convenience with Online Unit Trust. Choose from a list of funds to meet your investment needs, buy or sell funds and review your portfolio on the go.

BENEFITS

Skip the queue

No more queuing at branches. Make a transaction anytime, anywhere, with OCBC Malaysia Mobile Banking app.

Pick funds of your choice

Choose from a range of funds to suit your investment needs.

Monitor your portfolio 24/7

Log in to your OCBC Malaysia Mobile Banking app anytime to monitor the market value and performance of your Unit Trust.

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Gain access to 10 global currencies right at your fingertips

From 1 to 31 May 2025, enjoy better foreign currency conversion rates* with OCBC Online FX. No promo code needed.

Find out more

*T&Cs apply. Rates are based on a comparison against standard over-the-counter rates.

Step-by-step guide

Select Funds
Purchase Funds
View Portfolio
Sell Funds

1

Log in to your OCBC Malaysia Mobile Banking app and tap on “Invest”.

2

Select a Risk Profile category and tap on “Save”.

3

Select the fund tile to view the fund details, such as past performance, dividend history, asset allocation, fund documents (i.e. Prospectus and Product Highlight Sheet) etc. Tap "Invest in this fund" if your wish to purchase.

4

Tap on "Next" to answer the Financial Ability Assessment (FAA) questions.

5

Once completed, tap "Next" to proceed with your Unit Trust purchase.

1

Enter the required details and tap "Next" to proceed.

2

Set up Unit Trust account and tap "Proceed" to continue with the fund purchase.
Note:
· This step is only applicable to customers without an eligible Unit Trust account with OCBC Bank.
· To open a Unit Trust account, customer must have an existing Current/Savings account with OCBC Bank.

3

Review and confirm your Unit Trust purchase details and "Slide to buy".

4

Key in 6-digit OTP code and tap "Submit".

5

Your purchase request is completed. You will receive an acknowledgement for your purchase request. Tap "See your investments" to view your Unit Trust Portfolio.

1

Log in to your OCBC Malaysia Mobile Banking app and tap on “Investments”.

2

Tap on "Unit Trust" card to view your Unit Trust Portfolio.

3

a. Your Unit Trust Portfolio will be displayed.
b. For new Unit Trust customers, your Portfolio may be shown as MYR0.00 if your purchase request is still being processed.

4

Select the fund name to go to the fund holding detail page. You will see a message, "We are still processing your order" - if your recent Unit Trust purchase is still being processed.

5

Tap on the respective options to view your fund details, transaction history and dividends payout. Select "Sell" or "Buy" if you wish to sell or buy more units of the fund.

1

Log in to the OCBC Malaysia Mobile Banking app. Tap on “Investments” > “Unit Trust” > select the fund you wish to sell.

2

Tap on "Sell" and select your option to sell "All" or "Partial".

3

Enter the units you wish to sell and tap on "Next" to proceed. Tap on "Change" if you wish to change the Current/Savings account to receive the redemption proceeds.

4

Review and confirm all details and "slide to sell". Next, key in the 6-digit OTP and tap on "Submit".

5

You have successfully sold your fund. You will receive an acknowledgement of your sell request.

GO DIGITAL WITH OCBC ONLINE BANKING

Access all your needs for seamless banking

Online Unit Trust

Skip the queue

Pick funds of your choice

Monitor your portfolio 24/7

Gain access to 10 global currencies right at your fingertips

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OCBC Malaysia Mobile Banking

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