Transfer your holdings

Why not consolidate your investment portfolio in one place by transferring your unit trusts to dollarDEX?

This will help save time monitoring your funds and you will also benefit from lower costs. We have made the process as simple and easy as possible. Leave all the paperwork to us and all you need to do is to sign the forms and mail them back. Transfers usually take around 4 weeks for holdings bought using CPF/SRS and 6-8 weeks for those bought using cash. For CPF transfers make sure you have already met the prevailing CPF account minimums.

How to transfer funds

  1. Check that your existing unit trust can be transferred to dollarDEX by clicking here.
  2. Make sure you have an active dollarDEX investment account to transfer funds into by clicking here. If not, you will need to open an account with us to begin. Click here to open an account.
  3. Email cs@dollardex.com with your latest statement of holdings, NRIC(front & back)/passport details and dollarDEX account number.

We'll complete the necessary forms and mail them back to you for your signature. Once signed, send the forms back to us in the return envelope provided.

Send forms to:
dollarDEX service team
4 Shenton Way #01-01 SGX Centre 2
Singapore 068807

Most common mistakes to avoid

  • Statement print-outs that don't include your name
  • Statements not up-to-date (must be less than one month old)

Contact us or FAQ

Call us

phone (65) 6220 7890

email cs@dollardex.com

location_on 4 Shenton Way
#01-01 SGX Centre 2
Singapore 068807

access_time 9 am to 5:30 pm
(Mondays to Fridays excluding Public Holidays)

Frequently asked questions

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We hear you and take your comments seriously. This new facelift encompass feedbacks from our valued clients and an improved navigation to make your investing experience a better one. We have moved some things around so if you can’t find them at where they used to be, this guide should be able to help you. If you still faced problems, please call us at 6220 7890 or email us at cs@dollardex.com


Simplified navigation

The navigation menu has been moved to the left and it has a collapsible function which allows more viewing space on both mobile and desktop. We also put back the tables you love and enhance it so that you can compare more funds easily.


A new Floating Action Button

  • This smart action button appears on most pages and allows you to perform multiple actions like comparing your funds, customising how you want to view the results and performing any transactions.

Shopping cart

  • To improve your investment experience, we have introduced the ability to buy multiple funds in batches. Simply select the funds you wish to invest and add them to the cart. You can purchase all of them in one go after!

Batch transactions

  • You can now process your transactions in batches. This means you do not have to buy, switch, sell, start a RSP or VAP for individual funds one at a time anymore. You can submit your transactions in a batch and we will process them together which will also appear as one transaction in your account activity.

Search funds

  • Performance & charts and Fund finder have been combined under Search funds. We’ve removed the filtered search function and introduced a search tool that allows you to select multiple options in each category so you can customise your search based on what you’re looking for.

Fund ranking

  • Yes, we’re bringing back a much requested feature and made it even better. Now we show both the top and bottom 10 and allow you to see rankings over the past 5 years.

My portfolio

  • Portfolio management has been renamed to My portfolio and can be found on the left navigation menu.

Account activity

  • Activity has been renamed to Account activity and moved to the left navigation menu.
  • Account activity is now consolidated and displayed in tables so that you can view them easily. Transactions are also grouped by batches for your easy tracking.

Recommended funds

  • Recommended funds has been moved into Watch list.

Model portfolio

  • Recommended portfolios has been renamed Model portfolios and can now be found on the left navigation menu.

Watch list

  • Something new that we’re introducing is giving you the ability to put the funds you are keen to watch in one place. More features will be added in the future like price alerts.

New interactive charts

  • You can now customise the view of the charts to your preference. By dragging the top bar, you can zoom into selected periods and view the fund/portfolio performance during that period.

Personalise table columns

  • You can now view the information the way you like. Simply click on the action button and select customise view, and then pick the columns that are important to you.

Double table sorting

  • We’ve included the ability to double sort columns tables in Search results, My portfolio, Account activity and when you compare funds.

Enquiry form & FAQs

  • Enquiry form has been removed, you can find our contact information in the footer below or reach us at cs@dollardex.com
  • FAQs are also moved to the footer below

Open account

  • Open another account can now be found on the left navigation menu.