Open account | dollarDEX
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Open account

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

Do the initial paperwork first, then invest when you are ready, without any hassle with cash, CPF OA, CPF SA and SRS*.

Once you have completed the form below you will need to print it, sign and send it together with a copy of your NRIC/passport and other documents required. To open an account with dollarDEX you must have a bank account in Singapore (documentary proof of your bank account may be requested).

Also use this page to add joint accounts under your existing Sign In profile.

dollarDEX Investments Pte Ltd, is a financial adviser in Singapore, licensed by MAS to conduct these activities: advise others concerning securities including collective investment schemes (unit trusts); issue analyses or reports concerning the same investment products; market collective investment schemes (unit trusts).

*Investments under CPFIS OA require you to have a CPFIS investment account. SRS investments require you to have an SRS account.

Account profile
If you open a single account this will allow you to invest using cash, and optionally CPF or SRS monies (if we need additional information, for example, CPFIS account number, we will ask for it online at the time you invest.) You may add joint accounts later. If you open a joint account only this will allow you to invest with cash only (not CPF or SRS monies.) You may add a single account later.

You can invest using CPF or SRS monies without ever making cash account investments and vice versa. A couple who both intend to use CPF or SRS monies will each need to open a separate single account (each with a different Sign In profile).

Account type:
Single Joint Joint-Juvenile (with person aged under 18)
Main purpose of account:
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.
Password:
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: !@#$%^&*(){}[].
Re-type password:
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
Yes No
Education:
I am educated to at least GCE 'O' level or 'N' level certifications, or equivalent academic qualifications
Yes No
Email:
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.
Receive free money tips: free articles, exclusive money-saving offers, invitations to soft launches.
Factsheets, semi-annual and annual reports are available online and may be sent to you by email if required.
My email is:
HTML enabled. I can see graphics in my messages.
Text-based. I cannot see graphics in my messages.
Name:

As in NRIC or passport.
Name display:
Surname first Given name first
Gender:
Male Female
Phone number:
You will be receiving a phone verification from Navigator. Please provide a contactable number for
Mobile:
Home:
Office:
Skip area code for Singapore numbers
NRIC or passport:
Singapore Citizens/PR, please provide NRIC; Foreigners, please provide passport number.
Date of birth:
Country of birth:
If you're younger than 18 you can be a joint applicant instead.
Residence status:
Singapore citizen Singapore PR Other, with account at a Singapore-based bank
Race:
Marital status:
Registered residential address:
Address indicated must be the address on NRIC for Singaporean/PR and proof of address for foreigner.
Mailing address:
Same as registered residential address.
To be completed if mailing address is not the same as registered residential address and attach proof of address.
Nationality:

We are unable to accept applications from US persons.
Employment status:
Name of employer:
If retired or unemployed skip this. If self-employed, fill name of the company, not your own name. If student, fill name of school. You agree that we may contact your employer if required to verify your identity.
Address of employer:
If unemployed or retired skip this. If in full time education fill address of the school.
Nature of business of employer:
If in full time education or unemployed or retired skip this.
Occupation:
If in full time education or unemployed or retired skip this.
Exact Duties:
If in full time education or unemployed or retired skip this.
Annual income (S$):
CRS Self Certification for Main Applicant
Are you a tax resident in Singapore?:
Yes No
Are you a tax resident of other jurisdictions?:
Yes No
Main applicant declaration
Enhanced Customer Due Diligence:
Are you a citizen of or do you have a mailing address in at least one of the following countries?

Afghanistan, Albania, Algeria, Angola, Antigua, Argentina, Armenia, Azerbaijan, Bangladesh, Belarus, Benin, Bolivia, Bosnia & Herzegovina, Burkina Faso, Burundi, Cambodia, Cameroon, Central African Republic, Chad, China, Cote d'Ivoire, Croatia, Cuba, Democratic Republic of Congo, Djibouti, Ecuador, Egypt, Equatorial Guinea, Eritrea, Ethiopia, Gabon, Gambia, Ghana, Greece, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Indonesia, Iran, Iraq, Kazakhstan, Kenya, Kosovo, Kuwait, Kyrgyzstan, Lao People's Democratic Republic (Laos), Lebanon, Lesotho, Liberia, Libya, Macedonia, Madagascar, Malawi, Mali, Mauritania, Moldova, Mongolia, Montenegro, Mozambique, Myanmar, Namibia, Nepal, Nicaragua, Niger, Nigeria, North Korea, Pakistan, Paraguay, Philippines, Russia, Rwanda, Sao Tome and Principe, Serbia, Sierra Leone, Somalia, Sri Lanka, Sudan, Suriname, Swaziland, Syria, Tajikistan, Tanzania, Thailand, Togo, Tunisia, Turkey, Turkmenistan, Uganda, Ukraine, Uzbekistan, Venezuela, Vietnam, Yemen, Zambia and Zimbabwe

Yes No
Foreign Account Tax Compliance Act (FATCA):
Do you have one or more U.S. Indicia*?
*U.S. Resident / Citizen / Place of Birth / Taxpayer ID number / Mailing or Residential Address / Contact Number

Yes No
Politically Exposed Person (PEP):
Are you or any immediate family member or Beneficial Owner previously or currently entrusted with prominent public functions* in Singapore or a foreign country; or a close associate** of one who is/was entrusted with prominent public functions in Singapore or a foreign country?
*
Prominent public functions includes the roles held by a head of state, a head of government, government ministers, senior civil or public servants, senior judicial or military officials, senior executives of state owned corporations, senior political party officials, members of the legislature and senior management of international organisations.
**
Close associate means a natural person who is closely connected to a politically exposed person, either socially or professionally
Yes No
Joint applicant details (Please fill only if this is a joint account)
Language proficiency:
I am proficient in spoken or written English
Yes No
Education:
I am educated to at least GCE 'O' level or 'N' level certifications, or equivalent academic qualifications
Yes No
Email:
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.
Receive free money tips: free articles, exclusive money-saving offers, invitations to soft launches.
Factsheets, semi-annual and annual reports are available online and may be sent to you by email if required.
My email is:
HTML enabled. I can see graphics in my messages.
Text-based. I cannot see graphics in my messages.
Name:

As in NRIC or passport.
Name display:
Surname first Given name first
Gender:
Male Female
Phone number:
You may be receiving a phone verification from Navigator. Please provide a contactable number.
Mobile:
Home:
Office:
Skip area code for Singapore numbers
NRIC or passport:
Singapore Citizens/PR, please provide NRIC; Foreigners, please provide passport number.
Date of birth:
Country of birth:
This should be 18 years or older. Younger joint applicants are accepted, but the joint applicant does not have the legal right to the account, and his or her signature is not needed.
Residence status:
Singapore citizen Singapore PR Other, with account at a Singapore-based bank
Race:
Marital status:
Registered residential address:
Address indicated must be the address on NRIC for Singaporean/PR and proof of address for foreigner.
Mailing address:
Same as registered residential address
To be completed if Mailing Address is not the same as registered residential address and attach proof of address.
Nationality:
Employment status:
Name of employer:
If retired or unemployed skip this. If self-employed, fill name of the company, not your own name. If student, fill name of school. You agree that we may contact your employer if required to verify your identity.
Address of employer:
If unemployed or retired skip this. If in full time education fill address of the school.
Nature of business of employer:
If in full time education or unemployed or retired skip this.
Occupation:
If in full time education or unemployed or retired skip this.
Exact Duties:
If in full time education or unemployed or retired skip this.
Annual income (S$):
Relationship to main applicant:
CRS Self Certification for Joint Applicant
Are you a tax resident in Singapore?:
Yes No
Are you a tax resident of other jurisdictions?:
Yes No
Joint applicant declaration
Enhanced Customer Due Diligence:
Are you a citizen of or do you have a mailing address in at least one of the following countries?

Afghanistan, Albania, Algeria, Angola, Antigua, Argentina, Armenia, Azerbaijan, Bangladesh, Belarus, Benin, Bolivia, Bosnia & Herzegovina, Burkina Faso, Burundi, Cambodia, Cameroon, Central African Republic, Chad, China, Cote d'Ivoire, Croatia, Cuba, Democratic Republic of Congo, Djibouti, Ecuador, Egypt, Equatorial Guinea, Eritrea, Ethiopia, Gabon, Gambia, Ghana, Greece, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Indonesia, Iran, Iraq, Kazakhstan, Kenya, Kosovo, Kuwait, Kyrgyzstan, Lao People's Democratic Republic (Laos), Lebanon, Lesotho, Liberia, Libya, Macedonia, Madagascar, Malawi, Mali, Mauritania, Moldova, Mongolia, Montenegro, Mozambique, Myanmar, Namibia, Nepal, Nicaragua, Niger, Nigeria, North Korea, Pakistan, Paraguay, Philippines, Russia, Rwanda, Sao Tome and Principe, Serbia, Sierra Leone, Somalia, Sri Lanka, Sudan, Suriname, Swaziland, Syria, Tajikistan, Tanzania, Thailand, Togo, Tunisia, Turkey, Turkmenistan, Uganda, Ukraine, Uzbekistan, Venezuela, Vietnam, Yemen, Zambia and Zimbabwe

Yes No
Foreign Account Tax Compliance Act (FATCA):
Do you have one or more U.S. Indicia*?
*U.S. Resident / Citizen / Place of Birth / Taxpayer ID number / Mailing or Residential Address / Contact Number

Yes No
Politically Exposed Person (PEP):
Are you or any immediate family member or Beneficial Owner previously or currently entrusted with prominent public functions* in Singapore or a foreign country; or a close associate** of one who is/was entrusted with prominent public functions in Singapore or a foreign country?
*
Prominent public functions includes the roles held by a head of state, a head of government, government ministers, senior civil or public servants, senior judicial or military officials, senior executives of state owned corporations, senior political party officials, members of the legislature and senior management of international organisations.
**
Close associate means a natural person who is closely connected to a politically exposed person, either socially or professionally
Yes No
Redemption bank account
Cash redemption account:
You must have a recognised bank account to open an account with dollarDEX.
  1. Your redemption proceeds and cash dividend payout (if any) from this plan(s) will be credited into your nominated bank account.
  2. Please attach the proof of bank account with the display of account number and account holder's name i.e. bank statement or internet banking print screen.
  3. 3rd Party payment is not allowed.
Note we cannot debit money from this account unless you complete a separate GIRO form.

I confirm I have the required bank account.
Name of bank:

Name of bank located in Singapore where you have an account
Name of bank account holder:

Must be you or joint holder
Name of bank account joint holder:
(If any)

Leave this blank if this is single bank account. Must be you or joint holder.
Bank account number:

Account must be located in Singapore. Enter valid account number to avoid delaying your application.
Apply above nominated bank account to ALL existing Navigator Cash Investment plans.
I confirm I have the required bank account but I prefer to nominate account details later using this hardcopy form.
Communication
Navigator communication:
Do you want to receive only electronic versions of Navigator communications?
Yes No
Declaration
Beneficial Owner(s):
Beneficial Owner, as defined in the MAS Notice on Prevention of Money Laundering and Countering the Financing of Terrorism, means the natural person who ultimately owns or controls a customer or the person on whose behalf a transaction is being conducted and includes the person who exercises ultimate effective control over a body corporate or unincorporated.

For the avoidance of doubt, completion of this section is not a nomination of beneficiary (ies) under your Account.

Are you the beneficial owner(s)?
Yes No
Acceptance of terms and conditions:
I/We have read, understood, and accept dollarDEX terms and conditions
I/We have read, understood, and accept dollarDEX PDPA statement
How you would like to receive the form for signing:
I will print the form and post it to dollarDEX myself. Click here for Business Reply Envelope.
Print the form for me and send it together with a Stamped-Addressed Envelope for me to post to dollarDEX