1. Scroll down, then select “My Wealth” widget.
2. Select “Total asset value”.
3. Select “My goal”.
4. Select “Create goal”.
5. Select “Invest by goals”.
6. Select your preferred investment goal.
7. Enter goal name and target amount then select “Select investment plan”.
8. On “Create goal” page,
8.1) Swipe card to the left, then select your preferred investment idea.
8.2) Read plan details, then select “Create goal”.
8.1) Swipe card to the left, then select your preferred investment idea.
8.2) Read plan details, then select “Create goal”.
9. Select “Open portfolio”.
10. Select “Portfolio-THB”.
11. Provide an answer for FATCA/CRS, then select “Confirm”.
12. Read and accept the terms and conditions, then select "Next".
13. Enter your portfolio details, then select "Next".
14. Review your portfolio information, then select “Confirm”.
15. Enter PIN to confirm.
16. Portfolio opened successfully. Then, select “Start investing”.
17. Select “Invest”.
18. Enter your investment amount, then select “View summary”.
19. Review order details, read and accept investment terms and conditions, then select “Confirm”.
20. Enter PIN to confirm.
21. Investment order submitted successfully.