Step 3 How to submit additional documents on Pi website (Settrade)?

Quick access to steps for opening an account on the Pi website (Settrade).

▶️ Step 1 Register your account with Pi

▶️ Step 2 Verify your identity

▶️ Step 3 Submit additional documents (📍Continue reading this article)

Follow these steps to submit additional documents

1. Fill out the FATCA form before opening the account.

2. Provide personal information, including additional contact details, and ensure all required information is complete.

3. For 'Investment Consultant (IC) Information' Section:

   • Select "Yes" if you have an Investment Consultant (IC), and enter the IC code or IBA code.
   • Select "No" if you do not have a personal Investment Consultant, and proceed to the next step.

4. Complete the Suitability Test to assess your suitability for investment.

5. Carefully read and understand all terms and conditions before accepting them.

6. Take pictures or upload necessary documents to support your account opening application, then click "Save and Continue".

7. Enter your national identification card number and the verification code you set during the registration process to confirm the account opening.

Note: Once you confirm the account opening, you will not be able to edit the application information again.

8. When all information is successfully submitted, click the "Confirm" button. You will receive an SMS confirmation with the App ID code. (You can refer your account opening progress with the App ID.)

Next Steps:

What next after the your account has been verified by Pi?