How to set up auto-forwarding of monthly statements? (HK)

What is the auto-forwarding of monthly statements feature?

Auto-forwarding allows you to automatically send your monthly trading and account activity statements from Endowus to your employer or any other required parties. You can set up to 3 email addresses to receive these statements.


How can I set up auto-forwarding for my monthly statements?

Follow these steps to set up auto-forwarding:

  1. Log in to your Endowus account > Select the icon at the top right hand corner
  2. Select Account > select Monthly statements
  3. Click on the Auto-forward statements tab
  4. Select Add email address, enter the email address where you want your statements to be sent in the 'Email address' field
  5. After adding the email addresses, ensure you click Continue, Confirm and Verify the information via OTP to complete the set up.

If you need to add more email addresses, select Add another email address and repeat the process.


Are my monthly statements secure when auto-forwarding?

For added security, your monthly statements are password-protected. The password is your date of birth in the format DDMMYYYY. For instance, if your date of birth is 1st January 1988, your password would be 01011988.


Can I remove or change the email addresses for auto-forwarding later?

Yes, you can edit the list of auto-forwarding email addresses at any time by going back to the Auto-forward statements tab in your account and either adding new addresses or removing existing ones.


What should I do if the auto-forwarding does not work?

If your statements are not being forwarded as expected, please check to ensure the email addresses are entered correctly. If the problem persists, contact for assistance.


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