How to Enroll your fund under the Regular Subscription Plan (RSP) in BPI Expressonline

How to Enroll your fund under the Regular Subscription Plan (RSP) in BPI Expressonline


Step 1

For registered BPI EOL users with existing investment funds, go to BPI Expressonline (www.bpiexpressonline.com), and login to your account.

Step 2

From the menu bar, mouse over “Investments” and select either “Unit Investment Trust Funds” or "Mutual Funds".

Step 3

Select the applicable investment account.

Step 4

The funds held under your selected investment account will display.

Step 5

Select the fund for enrollment from the list of suitable investment products.

Step 6

 
Provide your Regular Subscription Plan (RSP) details.
 
a. For new investment accounts or accounts with no existing investments:
    To activate the RSP for new accounts or accounts with no existing investments,
    you are required to make an initial RSP contribution on the day of the enrollment.
    Without the minimum initial investment amount, subsequent subscriptions will not
    be triggered.
 
 
b. For investment accounts with existing investments:
    To activate the RSP for accounts with existing investments, you just need to invest      at least the minimum transaction amount in the minimum initial order amount field.

 
 

Step 7

Review and confirm your subscription order.

Step 8

A confirmation page of the Regular Subscription Plan (RSP) will appear.

Step 9

You’re Done! An email confirmation of your enrollment will be sent to your registered BPI Expressonline email address.

 



 

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