Investments Online Frequently Asked Questions (FAQs)
BPI Investments Online is the country’s first full service digital investment facility that lets you access a comprehensive suite of BPI Unit Investment Trust Funds (UITFs). It provides an easy and convenient way to:
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Access information about BPI Invest Funds and Odyssey Funds
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Place subscription and redemption orders
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Monitor your investment portfolio and investment history
It is available 24/7 and is free to our customers.
Yes. BPI Online is highly secure. Strong measures are taken to ensure the privacy and confidentiality of your financial information. BPI Online requires the use of a User ID and password that you nominate upon enrollment. More so, online banking session is automatically terminated after you have left it idle for 5 minutes.
Access to BPI Online is allowed only through the use of approved browsers. These browsers have the ability to securely communicate online by changing the order of information as it goes through the Internet channel. All communications between your computer and BPI are encrypted using a high-level protocol called Secure Socket Layer (SSL). Finally, a secure measure is being placed on our side. The information that you send us passes through a firewall. A firewall is a computer program designed to stop unauthorized users from accessing your accounts.
To further boost the security of your PC and online transactions, you can download and install a personal firewall and an anti-virus program. Installing a personal firewall will minimize the risk of exposure to Internet criminals who may reach out over the Internet and retrieve sensitive information from your computer, destroy your personal data, or install a Trojan horse which has the capability of memorizing your key strokes. An anti-virus program will protect you from viruses that lurk on the Internet which may affect your online transactions.
B. On Enrollment
BPI Invest Funds |
Odyssey Funds |
Philippine Peso-Denominated Funds |
BPI Short Term Fund |
Odyssey Peso Medium Term Bond Fund |
BPI Premium Bond Fund |
Odyssey Peso Bond Fund |
ABF Philippines Bond Index Fund |
Odyssey Diversified Capital Fund |
BPI Balanced Fund |
Odyssey Diversified Balanced Fund |
BPI Equity Value Fund |
Odyssey Philippine Equity Fund |
BPI Philippine High Dividend Equity Fund |
Odyssey Philippine High Conviction Equity Fund |
BPI Philippine Equity Index Fund |
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BPI Fixed Income Porfolio Fund-of-Funds |
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BPI Philippine Consumer Equity Index Fund |
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BPI Philippine Infrastructure Equity Index Fund |
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BPI Catholic Values Global Equity Feeder Fund |
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Global Funds |
BPI U.S. Dollar Short Term Fund |
Odyssey Philippine Dollar Bond Fund |
Philippine Dollar Bond Index Fund |
Odyssey Asia Pacific
High Dividend Equity Fund |
BPI Global Bond Fund-of-Funds |
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BPI Global Equity Fund-of-Funds |
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BPI US Equity Index Feeder Fund |
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BPI European Equity Feeder Fund |
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*Available directly through BPI Asset Management and Trust Corporation.
You may get your investment account number from any of the following:
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Quarterly Financial Statement (QFS) – 15-digit account number below the account address
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Transaction Advice - 15-digit account number at the right portion of the document
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Booking branch - where investment account was opened
By enrolling the investment account directly in your BPI Online account or by instructing your booking branch upon account opening. Click HERE to learn how to enroll your account in BPI Online.
Upon receipt of your complete account opening documents, the turnaround time for your enrollment is 1-3 banking days.
You may enroll up to 20 records. To illustrate, if you have 2 investment accounts but with 5 investment funds for each account then you already have 10 enrollments.
C. Viewing and Transaction Processing
You can avail of the following services from BPI Investments Online:
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View Statement of Account, Account Portfolio, and Transaction History
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Subscribe, Redeem, and Enroll/Amend Regular Subscription Plan (RSP)
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Request for the receipt of the Transaction Advice via email
You can view up to 180 days from date of inquiry. The default option in BPI Online is 90 days.
Unfortunately, cancellation of an order transaction is not allowed in BPI Online.
Yes however, you should nominate an active settlement account to be able to place a subscription or a redemption order online. If you try to place an order using a closed deposit settlement account, you will get an error message and will be prompted to coordinate with your branch of account regarding your deposit settlement account.
When a fund is not available on the list for your contribution online, it means the fund is not suitable for you based on your risk profile. Before you process your contribution, you may review and reassess your risk profile.
You may check your transaction history in BPI Online. Transaction status will either tell you the funds are allocated or earmarked. If allocated, the funds have already been priced and the amount debited from your settlement account. If earmarked, investment amount has been set aside awaiting actual price of the funds prior to settlement of contribution.
Upon receipt of the complete investment account application documents, the BPI branch will send it to the Head Office for processing. You will receive an email confirmation the day after account opening date to confirm that you can already view and transact using your BPI Online account.
We suggest that you retain your UITF investment account among the accounts that you can view so that in the future, you will still have an option to invest in the UITF of your choice through the BPI Express Online platform, hassle free. However, if you wish that your investment account be deleted, kindly send an email to expressonline@bpi.com.ph using your BPI EOL registered email address.
Ready to invest? Click here to learn how.
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