At first, I thought it will be easy to create an online account with my broker however, it took me some time because of the following reasons:
1. I had to decide on the type of account I will create. I made a joint "OR" account with my sister so that during emergency, she can manage my account. Because of that, I waited for her to provide valid IDs and to sign the application form with me.
2. I had no billing statement. The customer service provided me with some alternatives.
1. I had to decide on the type of account I will create. I made a joint "OR" account with my sister so that during emergency, she can manage my account. Because of that, I waited for her to provide valid IDs and to sign the application form with me.
2. I had no billing statement. The customer service provided me with some alternatives.
1) A valid government issued Id that has an address on it
2) Copy of your Contract Employment or Certificate of Employment
3) Any Billing statement under a relatives name as long as it has the same address on what is written on your application form
4) Any of your latest Bank Statement
5) Billing Statement under a Landlords name with a Letter of Certification
3. After I completed the requirements and the forms which I printed, I sent scanned copies to the customer service to check whether I missed some things. I opted to send the documents via LBC or any courier so I had to make sure that everything is complete and correct when my documents arrive in the broker's office.
After a few days, I received a confirmation in my email.
With this account number, I was able to link my investment account to my bank online account (BPI Express Account). That means funding my investment account will just be a few taps away.
If you have any questions, you can comment below.
