bpiassetmanagement.com eStatement of Account eSOA Philippines : BPI Asset Management

Name of the Organization : BPI Asset Management
Type of Facility : eStatement of Account eSOA
Country : Philippines

Website : https://www.bpi.com.ph/wealth/assetandwealth
Login : https://www.bpiexpressonline.com/AuthFiles/login.aspx?URL=/direct_signin.htm

eStatement of Account eSOA :

BPI Asset Management makes it easy for you to save on paper and space. Not only do you save the trees, you save on precious drawer space to store more precious keepsakes. Go paper-free! With the eStatement of Account (eSOA) and eTransaction Advice, you can:

Related / Similar Service :
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PNB eSOA

** View quarterly statements of account in BPI Expressonline
** Receive email alerts one the eSOA is available online
** Receive an eTransaction Advice via email for transactions done online

You can enjoy the convenience of viewing your quarterly statements online at anytime, anywhere via BPI Expressonline. You also receive email notifications when your eStatement is already available for viewing.

For every subscription and redemption transaction, your eTransaction Advice will be sent to your email address instead of mailed to your home. This way, your statements and advices will never get lost again.

Now, you can file your statements and advices in virtual folders on your laptop! Print only the statements you need and keep your records right at your fingertips.

Going paper-free is a simple 2-step process you can finish in less than a minute. Just follow these steps:

Step 1:
Log in to your BPI Expressonline account. Select Investment Account Services > Statement of Account and Transaction Advices in the Investments Menu

Step 2:
Select the Investment Account Number, click the tick box, and submit. Select ok when a confirmation window appears.

That’s it! You will be led to a confirmation page and an email confirmation will also be sent to your email.

How to Apply for a BPI Investment Fund via BPI Expressonline :
Step 1 :
** For registered BPI EOL users, go to BPI Expressonline (www.bpiexpressonline.com), and login to your account.

Step 2 :
** From the menu bar, mouse over “Investments” and select “Apply Now”.

Step 3 :
** You will then be led to the “Get Started Page” which enumerates the basic requirements needed to proceed with the online investment application.

Step 4 :
** In the “Personal Profile Page”, it is important for you to review and update your personal information.

Step 5 :
** The next step is the “Client Suitability Assessment (CSA) Page”.

Step 6 :
** In the “Account Info” page, nominate your desired settlement account by choosing a deposit account from the drop down list.

Step 7 :
** This is the last activity prior to printing the account opening document.

Step 8 :
** A copy of the account opening document will then be generated.

Step 9 :
** You will then be led to the confirmation page in BPI Expressonline.

Step 10 :
** You’re Done! An email confirmation of the application will also be sent to your registered BPI Expressonline email address.