How to switch Unit Trusts funds via Maybank2u Online Banking

Step 1: Login to Maybank2u Online Banking with your username and password.

Step 2: Click on ‘Wealth’ and select ‘Unit Trusts’.

Step 3: To switch a fund, click on ‘…’ on the specific fund
and select ‘Switch’.

Step 4: Acknowledge Customer Knowledge Assessment and Subscription Notices before clicking ‘Save and Next ’.

Step 5: Enter relevant details and click ‘Switch’ to proceed.

Step 6: Select fund to switch to and toggle between ‘Fund Summary’, ‘Asset Allocation’, and ‘Fund Documents’ to view fund details. To proceed, click ‘Add to Switching Cart’.

Step 7: Click ‘Switch’ to proceed.

Step 8: Review the details and click ‘Confirm’.

Step 9: Switch completed. Click ‘Save Receipt’ to download receipt.