How to Update your Risk Profile with BPI Online

How to Update your Risk Profile with BPI Online


Step 1

Enter your username and password. Click Login.

 

Step 2

Click Investments.

 

Step 3

Click Update Risk Profile. You will be redirected to the summary of your risk profile and suitable product list information.

 

Step 4

Click Review Risk Profile to check your current responses to the Client Suitability Assessment.

Step 5

Should there be changes, click Update Risk Profile to change your responses. Click Submit Changes once done.

Step 6

Your risk profile will automatically be updated. A confirmation message will be sent to your email address.

You may now check the summary page for an overview of your new risk profile and the products suitable to you.
 
 

 
 

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