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User Guides          
 
1. What are Electronic Statements?
Electronic Statements are an electronic version of your monthly statement and contract note.
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2. What are the benefits?
  • Fast
    View your statements online than to receive your paper statements by mail.

  • Easy
    Easy access up to 3 months of your statements and up to 30 calendar days of your contracts on UTRADE anytime.

  • Safe & Secure
    Accessible with a User ID and Password via UTRADE platform.

  • Environmentally Friendly
    Save paper and protect the environment
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3. Are Electronic Statements an automatic opt in process?

Yes, new clients who open UTRADE accounts from 1 Oct 2016 will be automatically included for this service.

Existing UTRADE clients will be progressively enrolled from 1 Oct 2016.

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4. Will I still be receiving paper statements after I have been enrolled in Electronic Statements?

Once you have been enrolled in Electronic Statements, you will no longer receive physical copy of your statements and contract notes.

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5. What Electronic Statements will I be able to access?

Once we have enrolled your account for Electronic Statements, you will be able to access the following electronically:
- Monthly Statement of Account and Custody Statement
  (include holdings for both Singapore and Foreign markets custodised with UOB Kay Hian)
- Contract notes
- Contra

You will receive an email notification alert when your Electronic Statements are ready for viewing.
*Monthly statements are only currently available for Cash, Edge and Edge Plus accounts only.

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6. Will I be able to view my past statements/contracts online prior to the enrolment?

No.

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7. When can I view my Electronic Statements?

The monthly statement will be ready after the 7th working day of the following month.

The contract note will be ready on the next working day after the trade is done.

You will receive email notification alerts when your Electronic Statements are ready.

To receive email notification alerts, do remember to update your latest email address with us.

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8. Can I update my email address via UTRADE platform?

No. To update your email address, please complete the Update of Personal Particulars’ form and email the completed form to contact@utrade.com.sg.

Note:
Email address provided under UTRADE Alert Configuration page is solely for the purpose of receiving stock and order alerts, it will not be used for sending email notification alerts when your E-Statements are ready for viewing. 
 

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9. Why do I not receive the email notification for Electronic Statements?

Please check your spam folder and your email filtering setting.

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10. How do I view my Electronic Statements?

Step 1: Log in to your UTRADE account

Step 2: Go to Portfolio and select E-Statement

Step3: Select “Account”, “Statement Type” and “Transaction Period” accordingly and click “Submit”

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11. Can I save or print a copy of my Electronic Statements?

Yes. You can print, download and save them for your own reference and archival. Click on the respective icon to print or save.

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12. Can I access Electronic Statements on UTRADE Mobile App?

No, you will only be able to access Electronic Statements on UTRADE web platform.

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13. Can I view my Monthly Statement for Margin/YieldMax account and Contra/Set Off Statements online?

No, they are not available online. You will continue to receive paper statements for these accounts.
For Margin/YieldMax account, you may access the Margin Report via your UTRADE User ID and Password.

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14. Will I receive Electronic Statements if my trading account is not linked to internet facility?

No, you will continue to receive paper statements and contracts by mail. If you wish to receive electronic statements for your account, kindly complete and mail us the “Online Trading Facility Activation” form.

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15. How do I opt out of Electronic Statements to go back to paper statements and contracts?

To opt out, please print, sign and mail us the Opt-Out form. It will take approximately 1 week to process your request.

Once opt-out, it shall apply to both monthly statements and contracts and you will no longer be able to access your past Electronic Statements. To keep records of your past Electronic Statements, download and save them before opting out.

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16. How do I request for past statements?

If you wish to request for past statements, kindly contact our Client Services at +65 6536 9338 or email to contact@utrade.com.sg. An administrative fee of S$20+ GST per statement will apply.

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Whilst care and effort has been taken to ensure the accuracy of the information provided herein, UOB Kay Hian Pte Ltd does not warrant the information expressed or implied is absolutely true, correct, timely or fit for any particular purpose or use. We are not liable for any loss or damage arising from the use of this information. Use of this site may involve the electronic transmission of personal financial information. Using this site is consent to such transmission of this information; such consent is effective at all times when using this site. UOB Kay Hian Pte Ltd utilizes 128-bit browser encryption as a security standard. Usage of UOB Kay Hian Internet Trading constitutes agreement of the Terms and Conditions Governing Internet Trading. Please read it carefully before you invest. Certain information displayed on this site are links from public domain sites; if we have in any way violated any copyrights and other proprietary rights, kindly inform us immediately and we will remove the indicated content from this web-site.

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