Where can I find my Account Code?
You can find your account code using four (4) ways:
1. Through the web platform:
Visit your portfolio page and look for the drop-down arrow on the left side of the portfolio screen. Locate the code displayed on the drop-down menu, before your name.
2. Through the mobile app:
Navigate to your portfolio screen and locate the code displayed at the top of the screen, before your name.
3. Through your Statement of Account (SOA):
Refer to the subject line of the email titled “BPI Securities Corporation Electronic Statement of Account – ACCOUNT CODE” or find your account code in the upper right portion of your Statement of Account (SOA).
4. Through the eWithdrawal Facility:
Go to “Services” on either the web platform or mobile app. Access the eWithdrawal module and refer to the account code indicated on your screen.
*Any account information presented in this material is not based on real client data. It is solely for demonstration purposes.