8 September 2017
 

Introducing Electronic Monthly Statement for Margin & Yieldmax Margin Clients

 
 

We are pleased to announce that Electronic Margin Monthly Statement will be available on UTRADE for UOB Kay Hian Margin & Yieldmax Margin clients from November 2017, statement for the month of October 2017.

All Margin and Yieldmax Margin clients who have an online trading facility with the company will have their Electronic Statements automatically activated. Client who maintains a valid email address with the company will receive email notification alert when electronic statements are ready.

Should clients wish to update their email address and/or opt-out from Electronic Statement, please send in the respective request form which can be found by clicking the underline link.
We strongly encourage clients not to opt out from this service as there will be administrative fees imposed on hard copy statements in the future.

How to access Electronic Monthly Statement for Margin and Yieldmax Margin Client

Step 1 : Log into your UTRADE account
Step 2 : Click on "Portfolio" tab and select "E-Statement"
Step 3 : Select "Account", "Statement Type (Monthly Statement)" and " Transaction Period" accordingly and click "Submit"