The Wealth Stewards Group

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GUIDE: Funding Account CPF Payment

CPF Funding Instructions: 

1. Open a CPF Investment Scheme (CPFIS) account with an agent bank (POSB/DBS, UOB, OCBC)

2. Contact your trading representative to link your CPFIS Account to your trading account

3. Select the option “CPF” under “trade type” in order to use your CPF OA funds for settlement. If “CPF” is not selected under “trade type”, the trade will be defaulted to cash settlement

  1. Open a CPF Investment Scheme (CPFIS) account with an agent bank (POSB/DBS, UOB, OCBC).
  2. Contact your TWSG Wealth Manager to link your CPFIS Account to your trading account.
  3. Select the option “CPF” under “trade type” in order to use your CPF OA funds for settlement. If “CPF” is not selected under “trade type”, the trade will be defaulted to cash settlement.