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Not only is M2U ID App convenient to use for financial transactions, but you can also easily keep track of your total assets and loans with the new Customer 360 feature. What’s even cooler is that Customer 360 can help you financially plan for your future needs such as your pension fund, kids’ college tuition or even funds for a new car. Not only that, this feature can also help you manage your expenses and monitor your spending.

Complete your financial planning with the Customer 360 feature now!

Life gets easier with #M2UinAja.

How to view your total assets and borrowings
1
Login M2U ID App
step 1
2
Click the 360 icon at the top right of the screen to see your portfolio
step 2
3

View your total assets and your total loans. Click to see further details.

    1. View total assets
    2. View total borrowings
    3. Add assets or borrowings outside of Maybank
4

See your total assets. Choose one asset category that you own such as Savings, Fixed Deposits and Mutual Fund to see details

step 3a
4.a
You can click on each product you own to see further details like account opening and transaction details
step 3a1
5
See your total loans. Choose one loan category that you have such as Credit Card, Personal Loan and Mortgage to see details
step 3b
5.a
You can click on each product you own to see further details.
step 3b1
6
Add your own assets or loans outside of Maybank by clicking the yellow + button
step 3c
How to create and manage your financial plans
1
Choose “Manage Financial Plan”
step 1
2
Select a financial goal such as “Prepare a Pension Fund”
step 2
3
Fill in your information and click “View Simulation”
step 3
4
View your Simulation Result then choose “Allocate Funds”. If the simulation result is not as desired, select “Change Target”
step 4
5

Choose your transaction date for your fixed deposit and your monthly transaction date for your investment. Click “Choose” to select your mutual fund product

 

step 5
6

Click the yellow “+” button on the mutual product of your choosing or click the (i) icon to see further product details

 

step 6
7
Review your investment allocation then click “Continue”
step 7
8
Fill in your personal details for the opening of your Regular Savings, then click “Continue”
step 8
9
Choose an account to be your source of fund
step 9
10
Read and checkmark all the boxes to agree to all terms & conditions
step 10
11

Verify all details then click “Confirm & Request TAC”

 

step 11
12
Input your Secure2u passcode / TAC
step 12
13
Your goal have been successfully created
step 13
14
Return to “Manage Financial Plan” menu to see your goals
step 14
How to manage your expense
1
Choose “Expense Tracker”
2

View your total expenses within the past 1 month, 3 months or 6 months. View your newest expenses or your transactions based on their category, online, merchant or country

  1. View based on months
  2. View expenses by category
  3. Add other expenses
step 2
3

Transactions that are included are transactions using Maybank credit and debit cards as well as QR Pay transactions via M2U ID App. Click “Add Expense” to add other transactions





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