1. Linking Your Bonds
Steps
Tap the Wealth icon at the bottom of the navigation.
Tap Link Account and select Bonds.
Choose your bond from the list of available options.
2. Entering Bond Details
Steps
Fill in the following bond details:
Units: Number of bond units you hold.
Invested Amount: Total amount invested in the bond.
Maturity Date: The date the bond matures.
Coupon Rate: The interest rate on the bond.
(Optional) Tap + Add More to add multiple bonds at once.
Tap Add Investment to save your bond details.
3. Reviewing and Linking Bonds
After entering your bond details, review the preview of your investments.
Tap Link to finalize the process. Your bonds will now appear on your Wealth dashboard.
4. Editing or Deleting Bonds
In Wealth, tap the bond card to open your bond details.
Tap the Edit or Delete option in the pop-up menu.
Follow the on-screen prompts to modify the bond details or confirm removal.
Keeping your bond data up to date
Manual entry only: Bond data doesn’t auto-sync, so you’ll need to manually update the details if there are changes, such as a change in coupon rate or maturity date.
Accurate dates: Ensure that your maturity date and coupon rate are entered exactly as they appear in your bond agreement to avoid discrepancies.
Frequently asked questions
My bond isn’t listed.
Only approved public and corporate bonds are shown. If your bond isn’t listed, it may not be eligible for tracking in InvestMates.I tapped Add Investment, but don’t see my bond.
Double-check that all required fields (units, invested amount, maturity date, coupon rate) are valid and filled out correctly. Retry if necessary. If it still doesn’t work, contact support.Can I restore a deleted bond?
No, deletion is permanent. You’ll need to add the bond again from scratch if you want to track it.
Need help?
Email at [email protected] and we’ll assist you right away.