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PENSION – MPF/ORSO/MACAU PENSION View e-copy “AIA CONNECT” USER GUIDE AIA Corporate Solutions Your Pension and Group Insurance Partner

“AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

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Page 1: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

PENSION – MPF/ORSO/MACAU PENSION

View e-copy

“AIA CONNECT”USER GUIDE

AIA Corporate SolutionsYour Pension and Group Insurance Partner

Page 2: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

“AIA CONNECT ”“AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension, group insurance and individual life insurance to AIA Vitality. It allows you to check your account balance, change your investment portfolio and obtain important information easily anytime, anywhere.

Search for "AIA Connect"on the App Store or on Google Play

or

Scan this QR code

1

Page 3: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

View Investment Portfolio

KEY FUNCTIONS View e-Documents

Update Contact Details

Check Account Overview Change Investment Allocation

Check Transaction HistoryChat with AIA

2

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Page 4: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

!

!

!

!

LOGIN

ACT NOW

CONFIRM

Tap “Login” on the login screen. Enter your “AIA EASY LOGIN” ID and password, then tap “Login”

1Tap “Act Now” on “Enhance Your Login Security” card

Click “UPDATE” to update your mobile no. or email address, if applicable, then tap “Confirm”

2 3

3

Existing user:

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Log In

Page 5: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

!!

!

!

SUBMIT

RE-LOGIN

VERIFY

Input your “AIA EASY LOGIN” password, then tap “Verify”

4OTP Login registration is completed. Tap “Re-login” to log in

On the login screen, log in with your “AIA EASY LOGIN” ID and password

Enter the One-Time Passcode (“OTP”) we sent to your mobile or email, then tap “Submit”

5 6 7

4

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Page 6: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

!

CONFIRMSEND OTP

Select mobile or email to receive the “OTP” and tap “Confirm”

8Tap “Send OTP” and a “OTP” will be sent to your mobile or email. Input the “OTP” we sent you to log in.

9

5

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Page 7: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

REGISTER NOW

!

!

NEW USER REGISTRATION

6

Enter your personal information and create an "AIA EASY LOGIN" ID and password

2Tap the "New User Registration" button on the login screenthen tap "Register Now"

New user:

Log In

31You’ve created your“AIA EASY LOGIN” ID

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

On the login screen, log in with your newly created “AIA EASY LOGIN” ID and password

4

Page 8: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

!

CONFIRM SEND OTP

Select mobile or email to receive the “OTP” and tap “Confirm”

5Tap the profile icon on the top left

Tap “Send OTP” and a “OTP” will be sent to your mobile or email. Input the “OTP” we sent you to log in.

6 7

7

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Page 9: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

!

Tap “Account Maintenance” on the “Profile” page

8Enter the required information to register your“AIA MPF/ORSO/Macau Pension” member account

Tap "MPF/ORSO/Macau Pension"

9

8

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

10

Page 10: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

SUB ACCOUNT DETAILS

AA1234 0000011111ABC COMPANY

HKD 800,000.00

HKD 80,000.00

HKD 800,000.00

(0000011111)

Fund A

Fund B

Fund C

Fund D

9

Tap “Account” in the bottom menu

Check Account Overview

1Select the relevant account,tap “Sub Account Details”

2

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Tap “Account” in the bottom menu, then tap “Investment Portfolio”

View Investment Portfolio

1Select the relevant account to check your investment portfolio

2

Page 11: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

123456789

Fund D

13.54%

Fund A

Fund B

Fund C

AA1234 0000011111ABC COMPANY

PORTFOLIO REBALANCING

10

Change Investment Allocation

Select one of the fund switching options in “Investment Portfolio Management” page, then follow the instructions to select the fund(s) and enter the relevant information

1

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Page 12: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

0000011111ABC COMPANYAA1234

0000011111ABC COMPANYAA1234

AA1234 / 0000011111

AA1234 / 0000011111!

!

!

!

!

13/11/2019

03/10/2019

11

Tap "Account" in the bottom menu, then tap "Transaction". Select the relevant account and transaction category, then tap the “Next” button

Check Transaction History

1Check your contribution record

2Tap "Account" in the bottom menu. Tap "e-Document". Then, select the relevant account and document category

View Documents

1View your member benefit statement and other documents

2Check your fund switching record

3

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Page 13: “AIA CONNECT” USER GUIDE · 2021. 4. 23. · USER GUIDE AIA Corporate Solutions ... “AIA Connect” lets you manage your AIA accounts within one app, from MPF/ORSO/Macau Pension,

85266668888

[email protected]

FLAT 123, 12/F,ABC BUILDING,456 ABC STREET, HONG KONG

Account MaintenanceMPF Account ConsolidationContribution RecordUpdate Investment PortfolioSelf-Employed Person

UPDATE CONTACTS

Please contact us for enquiries

aia.com.hkMacau 0800 272

Hong Kong 2200 6288 [email protected]

“AIA”, “the Company” or “we” herein refers to AIA International Limited (Incorporated in Bermuda with limited liability).

Log In Chat with AIA

CheckAccount

Overview

ViewInvestment

Portfolio

ChangeInvestment

AllocationView

e-Documents

CheckTransaction

HistoryUpdate

Contact Details

KEY FUNCTIONS

Tap the profile icon on the top left

1Tap “Contact Details”, then tap “Update Contacts” to update your personal contact information

2Click “Chat with AIA” icon to chat with “Andy” anytime on your questions about our products and services

1“Andy” will provide instant response to your questions about MPF/ORSO/Macau Pension

2

Update Contact Details Chat with AIA