FAQ: What is Portfolio Management?

The Portfolio Management feature provides eFilers with the flexibility of a single login, while being able to transact between their existing usernames which will be called Portfolios. Once verified and linked to the Primary User, you will be able to access, transact and manage your various portfolios without being required to log out and change […]

FAQ: Can I change my portfolio type?

Yes, users may change their portfolio type by using the “Portfolio Management” function listed under “My Profile” on the left menu pane Detailed steps can be accessed in EXTERNAL GUIDE – HOW TO REGISTER FOR EFILING AND MANAGE YOUR USER PROFILE from 1 July 2019

FAQ: Can I change my portfolio name?

Yes, users may change their portfolio name by using the “Portfolio Management” function listed under “My Profile” on the left menu pane. Detailed steps can be accessed in EXTERNAL GUIDE – HOW TO REGISTER FOR EFILING AND MANAGE YOUR USER PROFILE from 1 July 2019