KEMBAR78
View e Statements Manual Private | PDF | Google Play | Computing
0% found this document useful (0 votes)
12 views23 pages

View e Statements Manual Private

Uploaded by

KY KY
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
12 views23 pages

View e Statements Manual Private

Uploaded by

KY KY
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 23

Disclaimer: The contents of this document/information remain the intellectual property of Maybank and no part of this

is to be reproduced or transmitted in any form or by any means, including electronically, photocopying, recording or in
any information storage and retrieval system without the permission in writing from Maybank. The contents of this
document/information are confidential and its circulation and use are restricted.

Steps to View eStatements (Online)

Online Access to Your Maybank Private


Investment Account(s)

Humanising Financial Services

0
Private Wealth Investment – Entry Point
a

Login Private Investment

a
Post Login:
• Click on the Private tab (on the
topmost toolbar) OR

• Click on the ‘Access Now’ button a


on the wealth tab

1
Select your Investment Account
Private Investment Investment Accounts

a
View list of Investment Accounts

b
Click ‘View More’ for further
information on respective portfolio

2
Select your portfolio to view your statement

Assets Portfolio
a
Select the portfolio to view
more

b
b
Click “View Statements” to view
the statements
a

3
Select the statement to view

Statements Available

a
Select the type of statement to
view

4
Disclaimer: The contents of this document/information remain the intellectual property of Maybank and no part of this
is to be reproduced or transmitted in any form or by any means, including electronically, photocopying, recording or in
any information storage and retrieval system without the permission in writing from Maybank. The contents of this
document/information are confidential and its circulation and use are restricted.

Steps to View eStatements (Maybank2u SG Lite App)

Online Access to Your Maybank Private


Investment Account(s)

Humanising Financial Services

5
Private Wealth Investment – Entry Point

Login Accounts Maybank Private

a
Click on the ‘Maybank2u’ tab at a
the bottom of the page,
followed by the ‘Wealth’ tab on
the top bar

6
Select your investment account and portfolio
Investment
Assets
Accounts

a a
Click on the respective
investment accounts to view
the Portfolio details

7
Select the statement to view
Portfolio Overview View Statements Statements
a
Click on the three-dot
menu at the top right-hand a
b
corner
c

b c
Click “View Statements” to
view the statements

c
Select the type of statement
to view

8
Disclaimer: The contents of this document/information remain the intellectual property of Maybank and no part of this
is to be reproduced or transmitted in any form or by any means, including electronically, photocopying, recording or in
any information storage and retrieval system without the permission in writing from Maybank. The contents of this
document/information are confidential and its circulation and use are restricted.

FAQs – Online Banking

September 2024

Humanising Financial Services


Question: How can I reset my password/username? (1/2)
 You can do so via our online banking or Maybank2u SG (Lite) app.

1 2 3 4 5

10
Question: How can I reset my password/username? (2/2)
 You can do so via our online banking or Maybank2u SG (Lite) app.

11
Question: I do not have online banking access. How can I apply?

• Step 1: Visit www.maybank2u.com.sg


• Step 2: Go to the menu in the top right hand corner, click Login, select Maybank Private
and select “Register Now”
• Step 3: Select “Debit Card” button and key in your 16-digit Debit Card number
• Step 4: Follow the on-screen instructions to proceed

12
Question: Now I have received my Maybank online banking username
and password. What should I do? (1/2)
 You can perform your first time login to set your new username and password via our
online banking or Maybank2u SG (Lite) app.
1 22 3 4 5

13
Question: Now I have received my Maybank online banking username
and password. What should I do? (2/2)
 You can perform your first time login to set your new username and password via our online
banking or Maybank2u SG (Lite) app.

14
Question: I am unable to view my investment holdings on my mobile banking app.
Why is it so?
 This new service is only available on Maybank2u SG (Lite) app which you can download from AppStore or Playstore.
After downloading, you can use your existing online username and password to login.
1 2 3 4 5 6

15
Question: I am using Android phone and downloaded your Maybank2u SG (Lite)
app. When I am trying to login to your app, I encounter the below message and
what can I do? 2 3
1

Please delete app and download You can agree to proceed OR You uninstall affected apps and
Maybank2u SG (Lite) app from you uninstall affected apps and download affected apps from
Official PlayStore download affected apps from Official Playstore
Official Playstore
16
Question: Now, I have two Maybank mobile banking apps on my
phone. How can I move my digital token onto my new Maybank2u SG
(Lite) app? (1/5)

 There are 3 ways to register digital token (secure2u) on Maybank2u SG (Lite) app.

 For security reasons, when you register for your digital token, there is a 24 hours cooling
period which you will need your physical hard tokens to approve high risk transactions
such as increase transfer limit, add payee.

 You can do so by referring to the guide on this link -


https://www.maybank2u.com.sg/en/personal/banking-services/self-
service/secure2u.page#product-segment-5 OR refer to subsequent slides.

17
Question: Now, I have two Maybank mobile banking apps on my phone. How
can I move my digital token onto my new Maybank2u SG (Lite) app? (2/5)
Option 1: Using Physical Security Token

1 2 3

4 5

18
Question: Now, I have two Maybank mobile banking apps on my phone. How
can I move my digital token onto my new Maybank2u SG (Lite) app? (3/5)
Option 2: Using Email OTP and SMS OTP
1 2 3 4

5 6 7

19
Question: Now, I have two Maybank mobile banking apps on my
phone. How can I move my digital token onto my new Maybank2u SG
(Lite) app? (4/5)
Option 3: Using Registration Code and SMS OTP
1 2 3 4

5 6 7 8

20
Question: Now, I have two Maybank mobile banking apps on my
phone. How can I move my digital token onto my new Maybank2u SG
(Lite) app? (5/5)

Option 3: Using Registration Code and SMS OTP (continued)

9 10

21
Disclaimer: The contents of this document/information remain the intellectual property of Maybank and no part of this
is to be reproduced or transmitted in any form or by any means, including electronically, photocopying, recording or in
any information storage and retrieval system without the permission in writing from Maybank. The contents of this
document/information are confidential and its circulation and use are restricted.

END

Humanising Financial Services

You might also like