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AIA Wealth Management – Access to your Portfolio

Access to your Portfolio

Below are common Frequently-Asked-Questions (FAQs) that we have compiled for your reference.
  1. What information regarding my AIA Asset Evolution policy will be provided to me?

    You will receive a Fund Activity Statement (FAS) as and when you complete transactions such as fund switches, top-ups, or withdrawals.  You will also receive a consolidated Fund Activity Statement (FAS) on a monthly basis.  The FAS will include information about your fund holdings, policy value and any transactions made during the period.  You may also view your holdings online.

  2. What information/service is available online?

    The following information and services are available online to AIA Asset Evolution customers:

    • Daily fund prices
    • The total value of your AIA Asset Evolution policy and the value of each fund in your policy
    • Fund fact sheets
    • Fund screener
    • Fund information from Morningstar®
    • Annual reports
    • Fund prospectuses
    • AIA Weekly Market Update
    • AIA Monthly Investment Bulletin
    • AIA Quarterly Asset Allocation Report
    • Fund switching
    • Change of address details

    Click here to login if you are an AIA Asset Evolution customer.

     

  3. How do I obtain my User ID and password for AIA’s website?

    Your User ID will be your NRIC or Passport number. Your password will be posted to you 3 to 5 working days after you have received your AIA Asset Evolution Welcome Pack.

Access to your Portfolio Notes
Note: With immediate effect, Two Factor Authentication (2FA) will be mandatory as a security measure when you login to access your portfolio.
Click here to learn more about Two Factor Authentication (2FA).