Overview:
Upon entering the UTGL portal, you will be automatically redirected to the Trust section, where you will find the Overview page and pages for various Hong Kong and offshore accounts. Under each page, you can:
Have a comprehensive overview, recent statements, and transaction records of various HK and offshore accounts.
Download statements or transaction records by clicking 'Statements' or 'View All Transactions'.
Gain instant access to various operations.
Card:
You can view and control your UTGL Asset Link Mastercard on the Card Overview page with the following features:
1. Card Overview
View your card account balance, repayment information, card information, transaction history, and spending summary all in one place.
2. Repayment
You can repay your card balance on the platform by enabling AutoPay to pre-authorize UTGL to execute repayment instructions on your behalf automatically. For detailed instructions, please see About AutoPay.
Or, you can pay by placing a repayment instruction. For detailed information, please see Place a Repayment Instruction.
3. Settings
You can change ATM PIN, lock/unlock card, set card limit and replace card with the settings on the upper right side of the card overview page.
Digital Custody:
The buttons in the overview box allow you to perform various digital assets-related operations such as Inject, Pay and Exchange.
To buy/sell digital assets, click on 'Exchange' and enter the exchange page. For detailed information, please see Buy/Sell digital assets.
Bill Payment:
You can find your bill payment record on the bill payment page. Click on the '+ New Bill Payment Instruction’ button to place a new payment instruction.
Furthermore, you can schedule the bill payment instruction by checking the box ‘Schedule Bill Payment’ in the Bill Payment Instruction popup.
For detailed information, please see Borderless payment and Schedule payment.
Transaction History:
You can view and download detailed transaction history on 'My Transaction History' page.
My Profile:
You can view and download detailed transaction history on 'My Profile' page.
Also, you can add beneficiary(ies) or update your beneficiary asset allocations by clicking 'Update Beneficiaries' in Trust Overview. For detailed information, please see Beneficiaries.
Security:
On Security page, you will be able to enable/disable various security settings on such as Google/SMS Two-Factor Authentication, Two-Factor Sign-in, login password configuration and anti-phishing code:
