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1. Login/Sign up 1.1 1.2 1.3 1.4 Sign up iBanking Login Retrieve your Internet Banking User ID Reset iBanking login password 2. Accounts 2.1 Balances 2.2 Activity 2.3 Foreign Currency Account Opening 3. Transfer 3.1 Funds Transfer 3.1.1 Transfer To Own DBS Accounts 3.1.2 Transfer to Other Bank/Other DBS Accounts 3.1.3 Transfer Overview 3.2 Oversea Funds Transfer 4. Deposit 4.1 Time Deposit Opening 4.2 Call Deposit Opening 4.3 Change TD Maturity Instruction 4.4 Make a CD Request 5. Investments 5.1 Foreign Currency Exchange 5.2 Financial Needs Analysis –Core 5.2.1 Update Financial Needs Analysis 5.2.2 Inquire Financial Needs Analysis 5.3 Structured Investment Product 5.3.1 Structured Investment Product Subscription 5.3.2 Inquire or Delete Structured Investment Product 6. Services 6.1 Alerts, Messages and Reminders 6.2 Update My Profile 6.3 Online Requests 1 1. Login/Sign up 1.1 Sign up iBanking Step 1: Go to DBS public website www.dbs.com.cn -> Login->Choose Ibanking Step 2: Click Sign up now 2 Step 3: Choose Online Application, fill in all the required information Step 4: Click Accept button to accept Online Banking Registration Service Agreement 3 Step 5: Input new password in the New Password and Confirm Password fields Step 6: Click Submit button to confirm the information 4 Step 7: User ID will be generated automatically for your login to DBS iBanking 1.2 Login Step 1: Click “Submit” button after input IB User ID and Password 5 Step 2: You can select either Enquiry Mode or Transaction Mode to login your DBS iBanking Please note: OTP(One Time Password) number is essential for transaction mode of DBS Internet Bank, you may apply for the OTP number at DBS China branches .In Enquiry Mode, you can only view Your accounts. Step 3: Select Transaction mode and Input the OTP you received Please note: If you can’t receive OTP, please check whether it’s blocked by your mobile anti-virus software. Please view the OTP in the software and add DBS OTP No. to the white list. 6 Step 4: Reset your login id if this is your first time to login to DBS iBanking 1.3 Retrieve your Internet Banking User ID Step 1: Click “Retrieve your Internet Banking User ID” in the login page 7 Step 2: Input your debit card number, debit card pin and other information Step 3: User Id retrieved. 8 1.4 Reset iBanking login password Step 1: Input your debit card number, card pin and other information Step 2: Input the new Internet Banking password and click Preview button to complete. 9 2. Accounts 2.1 Balances Click Accounts->Balances to view the balances. 10 2.2 Activity Click Accounts->Activity, you can view account activity of different accounts you hold. 11 2.3 Foreign Currency Account Opening Please note: Please make sure your ID which you provided to DBS the 1st time is not expired, otherwise you will see the alert message “The identification document you provided previously has expired. Please take your renewed document to the nearest DBS to update our records.” Step 1: Click Accounts-> Foreign Currency Account Opening, select a Foreign Currency. Step 2: Click the checkbox to accept the Terms and Conditions, and click Preview button. 12 Step 3: Input the OTP and click the Submit button to confirm the information 3. Transfer 3.1 Funds Transfer 3.1.1 Transfer To Own DBS Accounts Step 1: Click Transfer->Funds Transfer->Transfer To Own DBS Accounts 13 Step 2: At Transfer To Own DBS Accounts page Fill in the funds transfer details and click Preview button. Please Note: Click to select the Make This A Recurring Transfer check box if you want this transfer to occur more than once, and you can fill in how many times you want to recur. 3.1.2 Transfer to Other Bank/Other DBS Accounts Step 1: Click Transfer->Funds Transfer -> Add Payee 14 Step 2: Fill in the Payee information Step 3: Click Transfer->Funds Transfer ->Manager Payee, you can inquire and delete the payee here 15 Step 4: Change transfer Limit Click Transfer-> Change transfer Limit,to change the Funds Transfer limit. Step 5: Click Transfer->Funds Transfer -> Transfer to Other Bank/Other DBS Accounts 16 Step 6: At Transfer to Other Bank/Other DBS Accounts page, please select and Fill in the funds transfer details and click Preview button. Please Note: Click to select the Make This A Recurring Transfer check box if you want this transfer to occur more than once 3.1.3 Transfer Overview Click Transfer->Funds Transfer ->Transfer Overview,it is a central place for you to view your completed transfers and also to manage the scheduled transfers. 17 3.2 Oversea Funds Transfer Step 1: Click Transfer-> Oversea Funds Transfer->Add Beneficiary Step 2: This service allows you to add beneficiary for overseas funds transfer application. 18 Step 3: Click Transfer-> Oversea Funds Transfer->Manager Beneficiary,you can view existing beneficiary details as well as to delete existing beneficiary. Step 4: Click Transfer-> Oversea Funds Transfer-> Initiate Oversea Funds Transfer 19 Step 5: Click Accpet button to accept the Terms and Conditions,the Overseas Funds Transfer page appears. Step 6: Select and fill in the fields with *, and click Preview->Submit to complete the transaction. 20 21 4. Deposit 4.1 Time Deposit Opening Click Fixed Deposit->Time Deposit and Call Deposit->Time Deposit Opening, and fill in the fields below and click Preview button. ● ● ● ● ● From account TD Type Placement Period Principal Amount Maturity Instruction 4.2 Call Deposit Opening Click Fixed Deposit->Time Deposit and Call Deposit->Call Deposit Opening, and fill in the fields below ● ● ● ● ● From CD Type Principal Amount Currency Crediting Account 22 4.3 Change TD Maturity InstructionClick Fixed Deposit->Time Deposit and Call Deposit->Change TD Maturity Instruction, and fill in the fields below. ● ● ● Account New Maturity Instruction Crediting Account 23 4.4 Make a CD RequestClick Fixed Deposit->Time Deposit and Call Deposit->Make a CD Request, and choose the drop down account below. ● Account ● Redemption Type 5. Investments 5.1 Foreign Currency Exchange Step 1: Click Investments-> Foreign Currency Exchange Pleases note: Foreign currency transactions can only be performed between 09:00am to 05:30pm (China local time) from Monday to Friday (except public holidays). 24 Step 2: Input the OTP and click Submit button to confirm information. 5.2 Financial Needs Analysis –Core 5.2.1 Update Financial Needs Analysis Step 1: Click Investments-> Financial Needs Analysis –Core -> Update 25 Step 2: Please fill in the details 5.2.2 Inquire Financial Needs Analysis Step 1: Click Investments-> Financial Needs Analysis –Core ->Inquiry, This service allows existing Internet Banking customer to inquire Financial Needs Analysis - Core (FNA) results online 26 5.3 Structured Investment Product 5.3.1 Structured Investment Product Subscription Step 1: Click Investments-> Structured Investment Product-> Subscription Step 2: Choose the product you want to subscribe. 27 Step 3: click Confirm after reading and understanding the product documents. Step 4: Choose an account and input the amount to subscribe the product 28 5.3.2 Inquire or Delete Structured Investment Product Step 1: Click Investments-> Structured Investment Product-> Inquire /Delete Step 2: This service allows existing Internet Banking customer to inquire and delete Structured Investment Product (SIP) orders online 29 6. Services 6.1 Alerts, Messages and Reminders “Alerts, Messages and Reminders”, includes following functions: communication center, compose message, manager alerts and manager reminders. 30 6.2 Update My Profile “Update personal profile”, includes following functions: setup account nickname, update mailing address, change user ID, change password and update personal information. 6.3 Online Requests “Online request”, includes following functions: Stop Cheques, Request statements, Change Card Limit and Report Card Lost. 31
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