Tutorial

Add Your Investments 📈

Now that investing is getting easier by the day, it’s safe to assume that plenty of us will have some sort of investment lying around somewhere. Whether it’s stocks, bonds, cryptocurrencies, fixed deposit, unit trusts, commodities or something else; the most important thing we need to do is to ensure that our loved ones know that these exist. Because what’s the point of putting aside our hard earned money if nobody knows about it when we’re gone?

This is where Bereev jumps in, we’re launching a brand new feature called Investments under the Finance category. Here, you’ll be able to create and maintain a complete list of all your investments, include information on how to access them as well as instructions on how to get in touch with your financial advisor or broker. This feature is available exclusively to our Plus users so if you’re still on the Lite version, this is the perfect time to upgrade your account.

1 - Go to Investments @ Finance

It should be the 2nd or 3rd tile you’ll see.

Click on the orange Edit button.

2 - Add Investment

If you haven’t done this before, this page will be empty.

Once you’ve updated this, it will appear as a list.

3 - Identify Investment

Choose what type of investment this is, pick from the drop-down selections or click on Others if it’s something else. Then specify the name of your investment, certain financial products carry their own name (i.e.: Smart Income Fund).

Select Others if what you’re looking for isn’t available.

4 - Locate Investment (Optional)

Now specify which financial institution or broker or app facilitated this transaction and include the account number or some form of identification which will help your sidekicks locate it easily.

Feel free to skip this step as you see fit.

5 - Include Financial Advisor Contact (Optional)

Next, include your financial advisor or broker’s contact details in order to make it easier for your sidekicks to get in touch with the right people.

Probably the most important section of this feature.

6 - Upload Documents (Optional)

Attach your investment summary, invoices, returns report or any other supporting documents during this step.

Pro Tip: Upload your investment summary or latest returns report.

7 - Review Your Investments

All of the investments that you’ve added will now appear as a list.

Click on any of the investments from this list to edit/delete them.

8 - Edit or Delete Investments

If you need to edit a particular investment, just click on it and you’ll find the Edit button on the top right of your screen. While the Delete or Remove button is at the bottom.

Come back and edit your investments anytime.
Or remove them if they’re no longer relevant.

If you have more questions, please reach out to us.

Check out this quick video tutorial where our founder Izumi will show you how to add your investment portfolio on Bereev step by step. If you have more questions, please reach out to us.

Bereev is a Death Preparation App that helps you prepare yourself and loved ones for your own death. Sign up for your FREE account here.

📝 Plan
Leave instructions for your funeral, financial and personal arrangements.

📂 Vault
Store vital documents like your will, insurance, medical records and more.

💌 Message
Leave messages for your loved ones which will be sent after you’re gone.

👥 Share
Invite the people you trust to view your plan and customise their access.

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An app that helps you create a plan which will guide your loved ones when you’re gone. Sign up at bereev.com for FREE!