How to open a CPF Investment Account (CPF-IA) online in minutes
Endowus Insights

How to open a CPF Investment Account (CPF-IA) online in minutes

Updated
23
Jun 2022
published
4
Dec 2019
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cpfia-account-creation

We care deeply about the client investment experience, so we have teamed up with UOB to make the CPF Investment Account (CPF-IA) opening process seamless, and entirely online.

Every CPF member needs a CPF Investment Account (CPF-IA) in order to invest their CPF Ordinary Account (CPF OA) savings. You can now open a CPF-IA seamlessly with UOB entirely online in just minutes.

STEP 1: Complete the CPF Self-Awareness Questionnaire

You must first complete the CPF Investment Scheme (CPF-IS) Self Awareness Questionnaire before you can start investing under CPF-IS. It starts with learning modules on investment concepts, products and information on charges under the CPFIS. You will then take a quiz where your results will help you assess if CPFIS is suitable for you.

The questionnaire contains 20 multiple-choice questions with no pass score. If you already have a CPFIS account and wish to check your SAQ status, you can click Check my CPFIS SAQ Status.

Login with Singpass to complete CPFIS SAQ

Read more: Guide to understanding fees for investing in unit trusts under the CPF Investment Scheme (CPF-IS) (Endowus Insights)

STEP 2: Open your CPF-IA with UOB

Go to the UOB x Endowus CPF Investment Account portal and login using your Singpass to create your account in a few clicks.

This form is optimised for mobile.

Open a CPF-IA online in 2 minutes with UOB

investment account registration form

STEP 3: Link your CPF-IA to Endowus

You should receive an email confirmation from UOB within 3 days with your CPF-IA details. If not, you can:

1) Log in to CPF website with SingPass
2) Navigate to My Statement > Section C
3) Click Investment in the table

You will see your Agent Bank and CPF-IA number under the table. Complete creation of your account here.

If you already have an Endowus account, simply link your CPF-IA and you'll be ready to invest.

<btn-link> Link your CPF-IA to Endowus <btn-link>

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Investment involves risk. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Past performance is not an indicator nor a guarantee of future performance. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund. 

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endow.us Pte. Ltd (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus Pte. Ltd., its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

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