How to sign up for Wealth Management Connect
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Southbound customer eligibility
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Have full capacity for civil conduct
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Being residents registered in the GBA cities, or with record of social security contribution or individual income tax payment in the GBA cities for 2 consecutive years
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With 2 or more years of investment experience and net month-end household financial assets of RMB 1 million or more over the past 3 months, or month-end household financial assets of RMB 2 million or more over the past 3 months, or individual annual average income of RMB 400,000 or more over the past 3 years
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After being assessed by DBS Hong Kong as not belonging to a vulnerable customer
Documents required
- People's Republic of China Resident Identity Card
- Passport or Exit-Entry Permit for Travelling to and from Hong Kong and Macao
- Valid residential address proof*
*Supporting documents include but are not limited to: the second generation of resident identification card or driver's license with current residential address, letters sent by banks in the past 3 months, utility bills, etc.
Application process
Method 1
Visit our partner bank in China (Needless to visit HK)
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Visit our partner bank in China (no need to visit Hong Kong) with all required documents
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Download our mobile APP (DBS digibank HK) to submit the application
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Submit the application by attestation and signed via our partner bank in China
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Successful account opening will be notified via SMS and Email
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Download and register for DBS digibank HK now!
Click here or scan this QR code.
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Our partner banks in Mainland
Method 2
Visit DBS HK branches
Northbound customer eligibility
Applicable to existing DBS Treasures customer only
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All Hong Kong residents who hold a Hong Kong identity card, including permanent and non-permanent residents
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As assessed by DBS Hong Kong as not belonging to a vulnerable customer
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Northbound Scheme investors should invest in their personal capacity, but not as joint-name or corporate customers, and should not authorize a third party to operate the account
Documents required
- Hong Kong identity card
- Mainland Travel Permit for Hong Kong and Macau Residents
- Valid residential address proof
Application process
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Please contact your Relationship Manager or visit our branches to open Wealth Management Connect Northbound Remittance Account
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Visit our Mainland partner bank to open Northbound investment account
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Our partner bank in Mainland
