Step 1: Complete KYC verification
Open the CUSP app and finish the KYC process if you haven’t already.
Upload your ID, take a quick selfie, and submit for review.
Step 2: Access the risk questionnaire
Once your KYC is approved:
On your dashboard, you’ll see an option to Go to risk questionnaire.
Tap to begin.
Step 3: Complete the questionnaire
Answer a few simple questions about:
Income range and net worth
Investment experience
Financial goals (e.g., retirement, wealth growth, passive income)
Timeline and risk tolerance
It only takes about 2 minutes to complete.
Step 4: Review your personalised portfolio
After submitting your answers, CUSP will instantly generate a tailored investment plan. You’ll see:
Suggested portfolio type (Defensive, Conservative, Moderate, Adventurous, Aggressive, or Shariah-compliant)
Asset allocation breakdown
Projected balance between stability and growth.
Step 5: Fund your account
Tap Deposit funds to activate your portfolio.
Get started with a $50 minimum deposit. We recommend $100 or more for better diversification.
Step 6: Track and adjust
Your portfolio will update automatically, but you can:
Monitor performance on your Portfolio Dashboard
Update your risk profile anytime if your goals or circumstances change
Update your risk profile anytime if your goals or circumstances change.
