Yuanta Wealth
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About this app
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 Google Play.
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.
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 Google Play.
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.
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
Enjoy a smoother experience with improvements and the latest bug fixes.
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About the developer
Yuanta Securities (Hong Kong) Company Limited
hksystemsupport.brk@yuanta.com
23/F ADMIRALTY CTR TWR 1
18 HARCOURT RD
金鐘
Hong Kong
+852 3555 7400