To make your investing experience more convenient, you may now view the Quarterly Financial Statement/s of your existing BPI Investment Fund account/s by logging in to your BPI Express Online account.
By January 2019, your account/s will automatically be enrolled to our eStatement facility, which will replace your printed Quarterly Financial Statement/s.
What is a Quarterly Financial Statement (QFS)?
QFS is a quarterly report on the summary of your investments within a certain period (January to March, April to June, July to September and October to December). It provides information on the fund/s you are invested in, outstanding units, amount invested and its NAVpu, market value, and gains/losses. It also contains all transactions made in your account for that period.
What are the benefits of enrolling your QFS in eStatement?
Receive your QFS faster and on time
Access your latest and past three quarters QFS anytime, anywhere
Receive eTransaction Advice via e-mail for transactions done online
Ensure security that only you can access your statements
Save our precious trees by going paperless
If you have not yet enrolled your BPI Investment Fund account in BPI Express Online, you may view the steps to enroll here.