It’s time to start your financial plan to achieve financial freedom. With My Portfolio 360 feature on M2U ID App or New M2U ID Web, you can create financial planning more efficiently. You can also track your loans and assets at Maybank easily.
After logging into the M2U ID Web dashboard, Select "My Portfolio 360"
Next, select “My portfolios” to see your assets or borrowing
In “My Assets” view. You can select one of your asset categories such as: Savings, Deposits, Mutual Funds, Bancassurance and Bonds.
In “Mutual funds” category. You can view your Mutual Fund assets in detail.
In “My Borrowing” view. You can choose loan categories you have
In “Credit Card ” Categories. You can see the details of your credit card loans and the current loan amount.
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After logging into M2U ID Web dashboard, select "My Portfolio 360"
Next, select 'My Financial Goals' to create and view a simulation of your financial plan
Choose one of the financial goals such as “Prepare a Retirement Fund” and click “Next”
Plan your finances by filling in information such as:
5a. The Goals
5b. Retirement Age
5c. Your Age Expectation
5d. Monthly expenses in retirement
5e. Initial fund placement (optional)
5f. Select risk profile. For example: Conservative
After filling in all the required information, click 'View Simulation'.
See the simulation result, then click “create Goal in M2U” or “edit” if the results are not as expected
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