You can easily open your account online by following the steps below.
- Click here to select a Syfe portfolio
- Answer a few questions to help us personalise your portfolio. Feel free to explore your portfolio and finalise an investment plan. Proceed to create your Syfe account
- Manually enter your details and upload supporting documents
- For Hong Kong Citizens or Permanent Residents,
- A copy of your ID (front and back), or
- A copy of your Passport (Front and Back)** and
- Latest bank statement/credit card statement, or
- Latest utility bill, or
- Latest Hong Kong issued telecommunications bill, or
- Latest statement from relevant government authorities
- For Foreign Nationals,
- A copy of your Passport and
- Latest utility bill*, or
- Latest statement from relevant government authorities*
- For Hong Kong Citizens or Permanent Residents,
- Transfer funds to your portfolio using FPS payment or Bank transfer. You can access your Syfe account anytime via our web dashboard or app.
*Supporting documents should not be more than 3 months old from the date that it is received by Syfe.
**Combinations starting with "C", "R" or "U" will need to provide a copy of your passport