Yuanta Wealth

YUANTA WEALTH STAY EFFORTLESSLY CONNECTED TO YOUR WEALTH Yuanta Wealth is a dedicated digital wealth management app, designed to help you stay on top of your assets and make informed investment decisions anytime, anywhere. With a clear, intuitive interface and professional analytical insights, Yuanta Wealth brings all your investment information together in one elegantly simple app. Whether you’re reviewing portfolio performance, understanding your asset allocation, or tracking transactions, managing your wealth has never been more straightforward. KEY FEATURES PORTFOLIO OVERVIEW AT A GLANCE Monitor your investments performance, giving you a clear view of how your wealth is evolving. ASSET BREAKDOWN Explore your asset distribution through clear, visual summaries that help you understand exposure, diversification, and overall asset allocation. COMPREHENSIVE TRANSACTION RECORDS Easily review your trades and transfers history, across stocks, bonds, funds, structured products, insurance*, and more, keeping every movement transparent and traceable. TRANSACTION ALERTS & NOTIFICATIONS* Receive in-app reminders for key events such as contract expiry, dividend distribution and corporate actions, so you never miss what matters. ENTERPRISE-GRADE SECURITY Industry-recognized information security encryption technology, Yuanta Wealth is designed to safeguard your personal data and financial information at all times. *Some features will be available in subsequent versions. GETTING STARTED 1. Download Yuanta Wealth from the App Store. 2. Visit the Yuanta Securities (Hong Kong) official website at www.yuanta.com.hk/wealthapp/activation/en 3. Enter your exclusive invitation code and account information, complete identity verification and accept the relevant terms to activate the app. YOUR WEALTH JOURNEY, MADE SIMPLER, TODAY AND BEYOND. More powerful features are on the way as we continue to enhance your digital wealth management experience. For assistance, please contact your Relationship Manager. For technical support, please call the Customer Service Hotline at (852) 3555 7878.