As part of our ongoing enhancements to the ADCB Mobile Banking App and ADCB Personal Internet Banking, you can now access a new investments dashboard and reports with just a few clicks and get a holistic view of your investment holdings and transactions. The dashboard also provides sophisticated analytics and reporting tools that offer a superior digital banking experience on your investment portfolio(s) with us.
Some of the key features and benefits are highlighted below:
Step 1: Tap on “Go to Investment Dashboard”
Step 2: Accept the one-time Terms & Conditions on first-time login and access the new investment dashboard
You can continue viewing your existing investments summary (with security details) under Investments without any changes in fields or values
Description | Total Cost calculation followed currently by the Bank | Total Cost calculation applicable in the new reports & dashboard | ||
Buy | Explanation | Buy | Explanation | |
Quantity | 1,000 | (a) | 1,000 | (a) |
Price of Execution | 15 | (b) | 15 | (b) |
Trade Value | 15,000 | (a)*(b)=(c) | 15,000 | (a)*(b)=(c) |
Brokerage | 300 | (d) | 300 | (d) |
Commission | 225 | (e) | 225 | (e) |
Exchange Charges | 100 | (f) | 100 | (f) |
Total Amount Paid | 15,625 | (c)+(d)+(e)+(f)=(g) | 15,625 | (c)+(d)+(e)+(f)=(g) |
Total Cost (Per Unit) | 15 | (c)/(a) | 15.625 | (g)/(a) |
Yes, as part of this transition, your investment portfolio will now have an alphanumeric code visible in the new dashboard, reports and the revamped monthly portfolio e-statement.
For example:
Please note your current portfolio code will still be visible in investment advices and any SMS or Email communication related to your investment portfolio(s)
You can download reports in PDF and Excel formats
Reports should be preferably downloaded in PDF formats
All existing ADCB & AAML clients (only with active investment portfolio(s)) will be able to access the new investment dashboard, and reports in English and Arabic via the ADCB Mobile Banking App based on the language preference set during registration
Existing ADCB & AAML clients (only with active investment portfolio(s)) will be able to access the new investment dashboard and reports in English via ADCB Personal Internet Banking
For a Glossary of Terms, abbreviations and explanations related to various sections of the new investment dashboard, statements and reports, please visit adcb.com/invglossary
For a detailed understanding of Corporate Actions terminologies, please visit adcb.com/caglossary
To understand terms and widgets on security quotes and advanced charts, visit adcb.com/msglossary
For Wealth Services terms and conditions, please visit https://www.adcb.com/wealthtnc
For details on the ADCB Schedule of Fees, please visit adcb.com/fees
Cost value and Trade amount includes trade commissions. You can view transactions and reports from the date of investment portfolio opening.
The transactions in your investment portfolio are available from 1st January 2019, for Execution Only portfolios;
The following reports will calculate gains/losses from this day forward:
Currently, you can only view your investment holdings, transactions and other reporting tools.
Additionally, we are continuously working to enhance your experience and will be introducing powerful features in our upcoming updates. These features include: