How to invest with Unit Trust

With Goal-Based investment, you can easily receive a simulated investment plan based on your defined goal, and invest in Unit Trust.

Step 1: On the app home dashboard, tap ‘Goal-Based Investment’ under Quick Actions

Step 2: Tap on ‘Create Goal’

Step 3: Proceed to select and define your goal, and view the list of unit trust funds. Follow on screen instructions to proceed with transaction

New to Goal-Based Investment? Watch this quick video to get you started:

Once you have logged in to Maybank2u Online Banking, you will land on your ‘Accounts’ dashboard.

Step 1: Go to ‘Wealth’ dashboard

Step 2: Scroll down and select ‘Create Goal +’ under Goal-Based Investment

Step 3: Proceed to select and define your goal, and view the list of unit trust funds. Follow on screen instructions to proceed with transaction