Get investment advice | dollarDEX
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Get investment advice

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what to do Make your selections and complete the fields. Once you are ready click the 'Continue' button below to proceed to the next page.

Get a licensed representative of dollarDEX to give you unbiased, customized investment advice, through an online report.

  • A licensed adviser will construct your asset allocation, make fund recommendations, and discuss with you any questions.
  • Receive the associated Private Client Report, which documents your wealth management plan, including issues such as risk control, portfolio efficiency, downside loss, and fund selection. The report explains how to interpret our analysis, and how to implement your plan.
  • First time free to clients and potential clients. Subsequent advice if you choose to subscribe is charged as listed here.

* means input required

You agree to the terms of this service and choose:
$188 for one advice report and follow up with adviser
Trial - fee currently waived for first-time user of this service
Sign in details
Sign in ID*:
For new users only or creating a new Sign in ID. Must be between 8 and 30 characters long and combination of only letters (a-z), numbers (0-9), period (.), underscore (_) or at sign (@). From now on, this will be your sign in ID. Please choose something memorable, such as your NRIC, your email address, or your name.
If you are returning users please click here to Sign In first.
This must be between 10 and 30 characters long. It must contain a mixture of at least 1 uppercase, 1 lowercase, 1 number and 1 special character eg: !@#$%^&*(){}[].
Personal details
The following information is required for this order and will be used to identify the beneficial owner and/or recipient of the service. We do not sell your information to others. See our privacy and security policies
Language proficiency*:
I am proficient in spoken or written English
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I am educated to at least GCE 'O' level or 'N' level certifications, or equivalent academic qualifications
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I agree it is my responsibility to ensure this is a valid email address now and in future (valid email address means one working, entered here without spelling error, checked regularly by me in time to receive time-sensitive communications, and not filtering out emails sent by dollarDEX). I understand that if it's invalid, I may not receive important information, as email may be the only method by which dollarDEX contacts me. I agree that transaction confirmations (which dollarDEX sends by email) cannot be disputed if this is not a valid email address, now or in future.
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Factsheets, semi-annual and annual reports are available online and may be sent to you by email if required.
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As in NRIC or passport.
Male Female
NRIC or passport*:
Singapore Citizens/PR, please provide NRIC; Foreigners, please provide passport number.
Residence status*:
Singapore citizen
Singapore PR
Other, with account at a Singapore-based bank
Date of birth*:

Must be 21 years or older. If you're younger, you can be a joint applicant instead (go back to previous page). Corporates enter date of incorporation.
Current address*:
This is for billing purposes if you need to pay the fee.
Please select the closest relevant answers below.
What is your marital status?*
What is your house ownership?*
How many children do you have?*
Details of goals
Select financial goals (in today's money)*:
Wealth accumulation to maximise my return at my risk level
Select this if your goal is purely a return on an investment i.e. none of the goals below is relevant.
Select this if your goal(s) is mentioned below but you haven't quantified the goal(s) yet. It is usually a good idea to quantify your goals with specific dates and amounts.
My goal(s) are specified below:
Select one or more choices from below. Enter all amounts in today's money, we will adjust future costs at an appropriate inflation rate.
Retire in year with monthly retirement income of SGD
Other regular portfolio annual withdrawals of SGD
starting in year and ending year
(for example, to support elderly parents; this is counted in addition to retirement income of first line above)
College education for children
Complete below for each child. Lump sum is current value of total educational costs for that child.
Child 1 to enter college in year requiring lump sum of SGD
Child 2 to enter college in year requiring lump sum of SGD
Child 3 to enter college in year requiring lump sum of SGD
Child 4 to enter college in year requiring lump sum of SGD
Major future purchase in year of SGD
Details of finances
Source of funds*:
Annual income (S$)*:
Current investments held or tracked at dollarDEX:
Automatically include funds held in my account.
Automatically include any other funds tracked in my portfolio.
If you check a box above there is no need to input those funds in other investments below.
Other investments not at dollarDEX:
Affiliated client email:
Potential lumpsum investments $:
We will look at re-balancing your entire portfolio, with no constraints on possible switching or selling of current investments.
Potential monthly investments (RSP) $:
or tell me how much:
If selected leave the above RSP fields blank, and we will estimate your potential monthly investments needed to meet your specified goal(s).
Net monthly cash flow $*:
Estimated average cash available each month after all living expenses, rental/loan payments and other outgoings but excluding investments. For example, $1,000. You may need to separately calculate a monthly or annual budget to arrive at this figure.
Percentage of your assets to invest*:
All my assets already specified in this form (we will calculate the percentage from your inputs)
less than 20%
more than 40%
We are required by regulations to know whether any amount to be invested is a substantial portion of customer’s assets. Please choose the option that fits your situation best.
Investment horizon*:
Risk appetite*:
Approximate value of your portfolio you wish to protect in worst case scenario.
Protection through holding power (choose for long term portfolios)
The percentage above effectively represents the portion of the portfolio that is safeguarded by lower risk assets. The protection method will only work over the complete investment horizon if you regularly re-balance your portfolio according to our advice. The protection level is not guaranteed; during severe market downturns such as October 2008 it may provide partial protection. For any horizon longer than around 5 years we suggest not to specify explicit protection. Instead, enjoy the benefits of your holding power (riding through market downturns) as this will provide better upside potential.
Remember to set aside separate money for emergencies, which also allows you to take more risk on your main investments.
Liabilities (existing debts):
The information I have provided above, including any fields left blank or skipped, represents a
full disclosure
partial disclosure
of information needed and relevant to providing advice on my situation.